US-F Enter Reminders

 

Purpose of Program

Use this program to enter or edit reminders potentially related to customers, vendors, items or a file or URL.

 

Program Operation

The initial program loads with a calendar displaying the current month.  Any future date with an active Reminder will display the date in blue with a dot on the screen.  Click on a date to enter a reminder for that date.  Select or type a time, associate with a customer, vendor, item or URL/File and enter a subject and if desired a description.  Indicate whether you want to be reminded prior to the event time.

 

If Enable Evo Reminders on Startup is set to Y in US-A Customize Settings then when Evo-ERP loads a calendar icon will load on the desktop which is the same access to the reminders as this program.

 

Using Reminders

 

When the time of a reminder arrives, a window will automatically open indicating that you have open reminders.  You can either Dismiss or reschedule by entering a new time or clicking Snooze and indicating when the reminder should be rescheduled for.  If the reminder is associated with a customer or vendor or item, clicking the appropriate button will open AR-A or AR-Q; AP-A or AP-U; or IN-A on the associated customer, vendor or item.