You can set up reminders that display when you open the program. These can be public for all users or private to you.
On the Home Screen, click Show Reminders to view the list. Click Manage This List to add, edit, delete, and mark reminders complete.
If you don't have users set up in the program, anyone with access to the program can add, edit, and delete public reminders.
If you do have users set up in the program, the administrator can set access privileges for those who can manage public reminders. In Access and Privileges, under Setup Options, select an option for Public Reminders.
- "All" access allows the user to add, edit, and delete public reminders.
- "View" allows them only to see the public reminders.
- If "None" is selected, the user will not be able to see any public reminders.
Anyone can add, edit, and delete their own private reminders, and these don't display for any other users.
Once you're finished with a reminder, select Completed. You'll see "Completed" next to it until the last day of the reminder. After that, it's removed from the list.
Reminders are also removed from the list one month after the last day you set, whether or not you mark them completed.