Add Reminders to Briefing, Description, Price, Purchase Order, or Invoice Conversations

Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to add reminders to briefing, description, price, purchase order, or invoice conversations.

To use the Briefing submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Description submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Price submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Purchase Order submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add a reminder to a briefing, description, price, purchase order, or invoice conversation:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job of the conversation that you want to add a reminder to.
3. Take one of the following actions:
   • On the side toolbar, click Briefing.
   • On the side toolbar, click Description.
   • On the side toolbar, click Price.
   • On the side toolbar, click Purchase Order.
   • On the side toolbar, click Invoice.
4. Click the Briefing Conversation , Task Conversation , or Conversation tab.
5. Click Show the conversation options and select Add reminder.
6. In the Add Reminder dialog box, select the Activate on task closure check box and identify the task whose closure will trigger the reminder.
   Alternatively, set a date and time for the reminder.
7. Enter your Reminder text in the corresponding field and click OK.
   On the identified task closure or date, the reminder appears on the conversation as a comment.