Difference between revisions of "27 Reminder Pop Up"
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(Created page with "= Overview = '''Reminder Pop Up''' '''Reminder Pop Up - How do you set your Lead generated Reminders to load automatically upon logging into ERP?''' So within your 'Utiliti...") |
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Latest revision as of 00:11, 19 December 2014
Overview
Reminder Pop Up
Reminder Pop Up - How do you set your Lead generated Reminders to load automatically upon logging into ERP?
So within your 'Utilities' module, select 'Preferences' button, click 'Employee' preferences and scroll down to the heading Days In Advance for Reminders to Appear, and ensure that the 'Leads' option has been ticked with a number in the box to represent the days going forward. When you save and exit TrueERP, the next time you enter, the Reminders card will open with the Lead reminders.
