How To View A History of Reminders

This is a new feature in the 6.3a release. You can now view all of the reminders assigned to an account.

1. Click the Account List button
   
2. Search for the account, and double-click their account
   
3. Go to Tasks > Reminders…
   
4. The Reminders dialog box will open where you can view, Add, Edit, and Mark Done any reminders for the account
   

Click the following link to move to the next article in this section:
Adding A Chart Widget

How To View A History of Reminders Widgets Overview Adding A Reminder Widget Adding A Chart Widget Adding A Message Of The Day Widget Adding A Recurring Fees Widget Adding a Widget Deleting a Widget Adding A Grid Widget Making a Widget Active or Inactive Message of the Day