How do I create a reminder?
- Click .
- Choose a Date and Time for the reminder.
- Choose a User (if available) and Priority.
- Type a Note for the reminder.
- Click OK to save.
Reminder Window
The Reminder window always opens when you run Trash Flow. It displays the date and time, customer, Trash Flow user, and note of each reminder on a separate line. You can change how far in advance to view reminders by clicking Set View Ahead Days or reset to the default view by clicking Reset Column Widths. A list of commands available from the File menu is provided below.
- New Reminder: Creates a new reminder; if you select an empty line on the reminder window before clicking, you can choose a reminder for a different customer or a reminder associated with no customer at all.
- Edit Reminder: Allows you to any of the information on existing reminder.
- List Customers' Reminders: Allows you to show only reminders related to a certain customer.
- Delete Reminder: Deletes the selected reminder.
- View Customer: Opens the customer information window for the selected line.
- Show Only Your Reminders: If you use Trash Flow’s Access Control module, selecting this option displays only the reminders for the current user.
- Complete Reminder: Completes the selected Reminder.
- Close Window: Minimizes the reminder window to the taskbar.
