Custom Reminders

Use Custom Reminders to view, edit, or remove Custom Reminders.

To view Standard Reminders, refer to Reminders.

To add a Custom Reminder, refer to Add Custom Reminder.

View a Custom Reminder

  1. Click Company Setup | Customizable Options | Reminders.

  2. Click Custom Reminders. The Custom Reminders screen displays.

Edit a Custom Reminder

  1. Click Company Setup | Customizable Options | Reminders.

  2. Click Custom Reminders. The Custom Reminders screen displays.

  3. Click the Reminder Name. The Add/Edit Custom Reminder screen displays.

  4. Modify the applicable fields.

  5. Click Next >>.

  6. Select the applicable administrators and/or supervisors that you want the reminder to go to.

  7. Click Next >>.

  8. If you want the reminder to go to any employees, select the applicable employees.

  9. Click Done. The Custom Reminders screen displays.

Remove a Custom Reminder

  1. Click Company Setup | Customizable Options | Reminders.

  2. Click Custom Reminders. The Custom Reminders screen displays.

  3. Click Remove.

  4. Click OK to the pop-up message.