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Reminders/To Do lists

Reminder list

  • Reminders are displayed immediately after logging in.
  • Traffic light colour coded groups - red for overdue, orange for today and green for in the future.
  • Reminders relating to individual contacts show name and company with a link to the company record.
  • Tick the Read box and click Continue to remove reminders from the list.
  • Add new general reminders (not contact specific) using the calendar icon next to the heading.
  • Add reminders for contacts on the Reminders tab for the company.

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