====== Editing Reminders on an Account ======

~~CONTEXTID:575~~

~~OLDHREF:editingreminders.html~~

Reminders are a great way to remind employees of important tasks or events.

===== To Access Reminders From Within An Account =====

  - **Select Task > Reminders **within an account**.** \\ {{:libertyreact:lib:newitem5949.png|NewItem5949.png}} \\ The **Reminders**  tab will open. \\ {{:accountmanagement1:editingreminders_20260621-122919.png}}
  * Select the **Add**  button or the **Edit**  button to bring up the details of a Reminder. \\ {{:accountmanagement1:editingreminders_20260621-122919_2.png}}* **Type**  : Click in the field for the drop down list. Click on the reminder to add it. \\ {{:accountmanagement1:editingreminders_20260621-122919_3.png}} \\ If you do not see the reminder you want, press the **F2**  button will access the details to create a new Reminder. You can select the color of the reminder as well. Press the **OK**  button when done. \\ {{:accountmanagement1:editingreminders_20260621-122919_4.png}} **Location**  : This is the Location the Reminder is associated with. \\ {{:accountmanagement1:editingreminders_20260621-122919_5.png}}      * **Account**  : This is the account the Reminder is associated with. \\ {{:accountmanagement1:editingreminders_20260621-122919_6.png?nolink&}}
      * You can click **Open **to open up the appropriate account. \\ {{:accountmanagement1:editingreminders_20260621-123435.png}}
      * **Description**  : Enter in the **Description**  of the Reminder. \\ {{:accountmanagement1:editingreminders_20260621-122919_7.png}}
      * **Priority**  : Click the drop down and choose **Low**, **Medium**, or **High**. \\ {{:accountmanagement1:editingreminders_20260621-122919_8.png}}
      * **Due Date**  : Enter the date the Reminder is due. \\ {{:accountmanagement1:editingreminders_20260621-122919_9.png}}
      * **Due Date**  : Enter the time the Reminder is due. \\ {{:accountmanagement1:editingreminders_20260621-122919_10.png}}
      * **Notification**  : You can set when a notification for this Reminder with this dropdown. \\ {{:accountmanagement1:editingreminders_20260621-122919_11.png}}
      * **Done (Checkbox**) : If the reminder has been completed, checking off the **Done**  checkbox will remove it from the reminders. \\ {{:accountmanagement1:editingreminders_20260621-122920.png}}
  - Select the **OK**  button when done. \\ {{:accountmanagement1:editingreminders_20260621-122920_2.png}} \\ You will see your new Reminder in the Reminders tab. \\ {{:accountmanagement1:editingreminders_20260621-122920_3.png}}When the notification pops up, it will look like this, you can also **Open Account**  from here.  \\ {{:accountmanagement1:editingreminders_20260621-124634.png}} \\ When the Reminder is no longer needed, you can highlight the Reminder and press the **Mark Done**  button. This will remove the Reminder from the list. \\ {{:accountmanagement1:editingreminders_20260621-122920_4.png}}

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==== Related Topics ====

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