Reminders/To Do lists

• Reminders are displayed immediately after logging in.
• Traffic light colour coded groups - red for overdue, orange for today and green for in the future.
• Reminders relating to individual contacts show name and company with a link to the company record.
• Tick the Read box and click Continue to remove reminders from the list.
• Add new general reminders (not contact specific) using the calendar icon next to the heading.
• Add reminders for contacts on the Reminders tab for the company.

< Reports | Accounts >