Reminders Information Page
The reminders section is a great place to enter information about specific case related items such as appointments, meetings, client updates and important case tasks. On the Dashboard, you can also enter reminders that are not case related like Call prospective client or Lunch with Brian.
Over to the left of this screen, click on the Dashboard category for more Questions and Answers related to Reminders.
In the upper right of this screen, click on the magnifying glass and you may search for Reminders or other featuers in the Knowledge Base to find related Questions and Answers.
Need more help?
Related Articles
Hiding Client Information from Users
Q: How do I keep a user from seeing my client information? A: Click on Settings and go to the Case Settings Tab. Scroll down to the Case Tab Settings. The 5th row down is the Client Tab. You can hide that tab completely from Employee and ...Calendar Resource Page
The Calendar gives you an overview of all Reminders, Staff Schedules, Case Assignments, Employee Off Days, Vacation Days and Sick Days. The Calendar can be synced with your favorite calendar, such as Outlook, Google, IPhone, Yahoo, and more. Over to ...Vendors Support Resource Page
The Vendor Section provides a list of all vendors or subcontractors utilized by your company. Each vendor has a profile where you can keep their contact information, details, notes and assign them roles. You can also track their license and ...Clients Resource Page
The Client Section provides a list of all clients within the company. Each client has a profile where you can keep their contact information,details, notes and provide access to the system. Over to the left of this screen, click on the Clients ...Employees / Staff Resource Page
The Employee Section provides a list of all employees within the company. Each employee has a profile where you can keep their contact information,details, notes and assign them roles. You can also track vacation and sick days in this area as well. ...