Reminders

The example below relates to creating reminders for a Bankers Note.  There are other types of Notes within the Cashbook Management module but the functionality is the same for creating reminders for all types of Notes.

Click in the Set Reminder tick box and further options will become available:

These are:

• Reminder Date: Add a date that the Reminder is to be sent.
• : Click on this button to search for and add other users that are to receive the Reminder.
• Send to Self: Select this option to send the Reminder to yourself.
• Send to All users: Select this option to send the Reminder to all users.
• Email Recipients: Select this option to email the recipient selected.

Once a Recipient has been added, they will be included on the Recipients Tab on a Grid below the form:

An attachment can be added by clicking on the  button.  This is further detailed in the Attachments section.

Click on the  button to create the Note with a Reminder, which is further detailed in the Creating Notes section.