See the How to PDF document #754.
Event Reminders can be viewed in <<Profiles, Event Reminders>> or at logon, if the checkbox is marked in <<Setup, Environment Options>>, the Logon and Printer tab. Event Reminders are universal, that is, everybody sees all those entered that are eligible for display.
NOTE: If you use Manager profiles, manager reminders can be restricted. See the Manager Profile.
NOTE: Any or all of the tenant events can be excluded from the events displayed. Go to Setup, User Settings, General tab. Mark those you don't want to see.
Event Reminder line items include:
Tenant Events –
Lease Expirations
Move-ins
Move-outs
Vendor events –
Insurance Expirations
Workman Compensation Expirations
Note Reminders from all profiles –
Marked "Generate a Reminder"
Categories from all profiles
If assigned a reminder type and date
The reminders and events that display are those with dates falling between last Saturday and this Sunday, plus past Note Reminders that have not yet been marked completed or deleted.
Nine different tabs are available to see subsets of the line items. An Edit Profile button takes you to the profile for events and category reminders. The Note Reminder line items can be edited and marked as Completed.
Event Date
This date field defaults to the system date but can be changed to another date to view the events encompassing that date. Events covering the period "Last Saturday through This Sunday" are displayed, and those dates are displayed in the field next to the Event Date.
Line Items
One line per event reminder is displayed. When put in edit mode by clicking on a line item, the entire note information is displayed. From the edit mode you can jump to edit the corresponding profile for events and category reminders and edit the note or mark the note as completed.
Date
The field contains the effective date of the event
Profile
This field displays the Record ID of the profile.
Description
Part of the first line of the note text displays here when in single line mode. When in edit mode, the full note box is viewable.
When in edit mode, the following fields are also displayed:
Note Text
the entire text of the note is viewable.
Edit Profile
Takes you to the profile to make changes(for notes and category reminders).
Edit Note
Takes you to the note to make changes (for notes).
Completed
Removes the note from the list.
|