The Reminders dialog box displays activity reminders for scheduled activities.
Contents
Reminder Controls Section
Use these reminder controls to set alternative times for reminders, to snooze individual or all activities, and to dismiss the current or all activities in the list.
| Field | Description |
|---|
| Snooze
|
Two drop-downs are available to manage snooze options for your activity reminders.
- First drop-down from the top left: Select a time value to be applied as the snooze or delay time for the activity reminder.
Alternatively, if you want to use a time increment that is not listed in the drop-down, then manually enter a time increment (for example, 45 minutes) to the left of the drop-down arrow.
- Second drop-down from the top left: Select
Snooze to snooze a selected activity reminder, or select
Snooze All to snooze all activity reminders in the reminder list. Click
DPS displays another pop-up reminder for the selected activity at the specified time.
|
| Dismiss
|
Select
Dismiss from the drop-down menu to dismiss the selected activity reminder from the reminder list or
Dismiss All to dismiss all activity reminders in the reminder list.
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Reminders Grid
The Reminders dialog box is composed of a detail area and a list of all the activity reminders. Each reminder row contains descriptive information about the activity.
| Field | Description |
|---|
| Reminder Detail
|
The reminder detail is an area found above the reminder list. This area displays the following information and options:
- Activity subject: Displays the subject of the selected activity from the reminder list.
 : Click this option to mark the activity as completed.
- Primary
firm: Displays the primary
firm associated with the activity.
- Activity notes: Displays the first few lines of the notes that were made for the activity.
- ...more: Click this option to display the
Activity dialog box
for the activity. The Activity dialog box displays the activity hub record details. Use this dialog box to view, schedule, copy, delete, and modify activities related to the scheduled reminder.
|
| Completed
|
Click the grey checkmark to the right of the activity's subject if you want to mark the activity as completed and remove it from the list. The checkmark turns green, a strikethrough appears on the activity, and after a short delay the activity is removed.
|
| Reminder List
|
The reminder list displays a list of activity reminders. Select an activity reminder to display additional details above the list in the reminder detail area. Scroll down the list to check other activity reminders. A row item in the list displays the following information about the activity reminder:
- Activity subject: Displays the subject of the selected activity, such as Initial Consultation or Follow-up Visit. Click the blue title text to open the activity.
- Activity type: Displays the type of activity.
- Duration and Day: Displays the duration of the activity and the day when the activity is scheduled.
- Date: Displays the date when the activity is scheduled.
- Location: Displays the location for the activity if available.
|
| Reminder Counter
|
The reminder counter displays the number of activity reminders available in the reminder list. The reminder counter is located at the bottom right of the dialog box.
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