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Today — Reminders

When logging into your database, the default login page is your Today page (otherwise accessible from your Left Menu Bar): 

 

There are several tabs available on the Today page.  Here we'll take a look at the Reminders tab: 

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Your Today page is designed to keep actionable items in front of you. Things you need to do today are a big part of that, but Reminders serve an important role, as they keep time-sensitive information in front of you that isn't necessarily reflected on your Calendar.

Let's take a look at a sample Reminders page: 

toeay_reminders.png 

What you see above are instances of some of the types of Reminders you might see on this page: Workflow Reminders, Account Renewal Reminders, Wedding Anniversary Reminders, Account Rider Reminders, Birthday Reminders, Client Anniversary, and Client Review Reminders. You can also use the Filters button in the top right corner of the Reminders area to choose only one type of Reminder to view at a time.

Clicking the link within any individual reminder will take you to the relevant area within your database to take your desired action based upon the reminder. Or, as in the example above, if you click the Actions menu for a Reminder here you'll be presented with a quick way of performing common actions with the type of Reminder involved.

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