Reminders

 

Overview

Reminders are pop-up notifications that you can set for yourself or other support reps as a reminder of a task related to a request (i.e. Meeting with Milestone at 4:00) or use to ask a question from another rep.

 

The reminder will pop-up on your desktop at the scheduled date and time.  However you also have the option to view a list of reminders.

 

To view a listing of reminders at any time click on the Reminders button in the Service Request Ribbon.

 

A listing of all the current reminders that you have set for yourself and other users will appear, as shown below.

 

 

 

 

1. Ribbon Toolbar

 

 

 

Reminder View Tab

 

 

 

 

Reminder

 

 

 

Reminder List Parameters

 

 

 

 

Preview Pane

 

This section allows you to specify how the Reminders List (grid) and the Reminder Detail should appear. 

 

 

 

 

 

 

 

Default Setting

 

 

 

 

Request Tab

 

 

The request tab allows you to insert memos and make modifications to a service request from which a reminder was sent without entering update mode.

 

 

Insert

 

 

 

 

 

 

Change Property

 

 

 

 

 

 

 

Move To

 

 

 

 

 

 

 

Schedule

 

 

 

 

 

Set Importance

 

 

 

 

Edit Memo

 

 

 

 

Automatic Email Update

 

 

 

 

For more information please see Automatic Email Updates.

 

 

Communication

 

 

 

 

Recurrence

 

 

 

 

Lookup Tab

 

 

 

 

Properties

 

 

 

 

 

History

 

 

 

 

 

 

Search

 

 

 

 

 

 

 

Projects Tab

 

 

 

 

Project

 

 

 

 

 

 

 

Support Reps Tab

 

 

 

 

Support Reps

 

 

 

 

 

 

 

2. A Support Reps List

 

 

Listing of all Support Reps. This will default to your name to show the reminders which you have set or those which have been set for you.  With the correct privilege (Update All) you also have the option to view reminders set by or for other support reps.

 

 

3. Project Tree

 

 

If the request is a member of a project then the project pane will appear which allows you to view all of the requests which are part of that project.

 

 

4. Reminder List

 

 

A line item for each reminder sent to or from the highlighted Support Rep.

 

 

5. Preview Pane

 

 

The pane allows you to view the details of the request which the reminder has been set for.

 

 

This pane contains two tabs:

 

This section allows you to preview details of the highlighted request.

 

 

 

Notes:

 

 

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See also:

HelpSTAR Messages

Rule Designer - Alarm Notifications

Alerts