Add Reminders to Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to add a reminder to job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To add a reminder to a job conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation that you want to add a reminder to.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation that you want to add a reminder to and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation that you want to add a reminder to.
6. Highlight the conversation that you want to add a reminder to.
7. In the right pane, click Show the conversation options and select Add reminder.
8. 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.
9. 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.