Maintain Job Reminders

To set up a job reminder the Job first needs to be created in the Jobs & Quotations windows and saved as a template (fig 2).

Once saved you will be able to click on the Remind Me Button on the Job creation window. This will display the box shown in fig 3 where you can set how often a reminder is shown (this will be shown on the required day when the user logs in).

When you open Action Screens/Job reminders/Maintain Job reminders you will see the window displayed in fig 1. here you can change the Days that the reminder is shown, set it to Monthly or Weekly and even Delete it all together.

Interval and Interval Type can be used to set more confined reminders (e.g.Third Monday of each Month)

User sets which user will receive the reminder

Reset Date will clear all reminders due to be processed today (it will NOT process them).

Remember to click Save to update any changes.

To process Job Reminders for a specific day use Action Screens/Job Reminders/View Current Reminders