**Reminder No**

A unique reference number generated by the system for this reminder.

**Customer**

Link the reminder to a customer.

**Date Created**

Automatically populated **once the reminder is saved**, showing when the reminder was created.

**Reminder Type**

Automatically links the reminder to the job (e.g. *Reminder for Job – JOB5312*).

**Reminder To**

Choose who the reminder is assigned to.

**Restrict View Tick**

Limits visibility to certain users.

**Reminder From**

The user or team creating the reminder.

**Interaction Type**

This field is used to **categorise the type of reminder or follow-up** so it can be tracked and filtered more easily. You can select from the following options:

- **Clients** – General client-related follow-ups - **Email** – When the reminder relates to sending or responding to an email - **General** – For standard or uncategorised tasks - **Leads** – Follow-ups related to new business or opportunities - **Meeting** – Reminders for scheduled meetings - **Sales** – Sales-related tasks or follow-ups - **Telephone Calls** – When a call needs to be made - **URGENT** – High-priority items that require immediate attention

**Job No. Link**

The job the reminder is attached to.

**Reference**

Add a short title/subject.

**Description**

Enter details about what needs to be done.

**Complete Tick**

Tick once the task is finished.

**Reminder Date**

Select Date you wish to be reminded on

**Add Recipients**

Optional – add additional people to receive it.

**Message Choice**

Choose how the reminder is sent:

- Normal (system alert) - SMS - Email

**Contact Person**

Populate the **Contact Person**

**Cell No**

Display or allow entry of the **Cell Number**

**Email**

Display or allow entry of the **Email address**

Control Account
Document Type
Transaction Line
Billing Group
Date From / To
Sort By
Excl Zero Values

Date From / To
Document Type
Show Cost & Profit
Select
Zero

Date From / To
Show Cost & Profit	when ticked will display the cost and profit column in the report.
Show Negative Profit	When unticked and the Sales Rep is setup to be paid commission on profit and the profit on the item is negative then the commissionable value is set to 0.00 and a flag Zero is displayed in the exclude column. When ticked and the Sales Rep is setup to be paid commission on profit and the profit on the item is negative then the commissionable value is displayed as a negative value.
Select	Select either summary or detail.
Decimal Places
Print Comm. Notes

Date From / To
Show Cost & Profit	when ticked will display the cost and profit column in the report.
Show Negative Profit	When unticked and the Sales Rep is setup to be paid commission on profit and the profit on the item is negative then the commissionable value is set to 0.00 and a flag Zero is displayed in the exclude column. When ticked and the Sales Rep is setup to be paid commission on profit and the profit on the item is negative then the commissionable value is displayed as a negative value.
Decimal Places
Print Comm. Notes

Sales Rep
Date From / To
Doc. Type
Select
Decimal Places

Date From / To
Sales Rep
Summary
Factor 1, 2, 3

Employee
Start Date
End Date
Summary
Show inactive
Show Other Leave

Doc No:
Description
Module
Year
Reference
Month

Attachments
Memo
Create Reminder
View Attachments
Doc No
Description
Reference
Year
Month
Module
Name
User Created / Date and Time
Last Updated By / Date and Time
Notes

Reminder Date
Frequency Selection
Number Of Days
Number Of Reminders

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