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
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  2. Search for the account, and double-click their account
    image4.png
  3. Go to Tasks > Reminders…
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  4. The Reminders dialog box will open where you can view, Add, Edit, and Mark Done any reminders for the account
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Adding A Chart Widget

  • widgets/historyofreminders.txt
  • Last modified: 2026/06/18 20:55
  • by 127.0.0.1