Party Code

The code the Reminder is associated with.

Party Name

The name or description for the Party Code.

Account File

The file the Reminder is associated with.

Code or ID

The account Code or ID.

Due At

The date and time the Reminder is due.

Subject

The subject of the Reminder.

Grid Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a new memo. Select a Module from the drop-down menu to insert a new memo in the Memos form.

Open Details

(F12)

Open the selected memo, alarm or reminder in the Memos form.

Drill down (Shift+F12)

Drill down to the record that the memo, alarm or reminder is associated with.

Print (Ctrl+P)

Print a report of the information in the grid.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise Fields

(Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh List

(F5)

Reloads changes other Users may have made.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Buttons

Snooze

Temporarily dismiss a selected reminder by resetting the date and time the Reminder is due (Action On date and time) relative to the current (machine) date and time.

Snooze All

Temporarily dismiss all reminders by resetting the date and time they are due (Action On date and time) relative to the current (machine) date and time.

Dismiss

Action when dismissing reminders.

• Inactivate, Reminder(s) are set to Inactive.
• To Memo, Reminder(s) are converted to a Memo and left as Active.

Initially set per the User Preference for Dismiss Reminder.

Recurring reminders reset to their next recurrence date when dismissed. If the recurrence date falls after the End Date, the dismiss action applies.

Dismiss All

Dismiss all reminders.

Dismiss

Dismiss the selected reminder.