Utilize Scan123 Reminders to follow up on tasks. Examples of why you would set a reminder include: vendor liability insurance certificate expirations, sales employee license renewals, repairs for your customer We Owe and Goodwill agreements.
Create Reminder for yourself
Go to Cabinet > Locate Folder > Click on Reminder Icon (Calendar)
You will be brought to the Reminder Form Page. Enter in your NOTES, Date & Time.
Create an Reminder for others (ADMIN ONLY)
If you are an admin, you also have the ability to set a Reminder to another user other than yourself with the User to Remind Dropdown. This will create the reminder for that user instead.
Using Reminder
To access your list of Reminders > Select Reminders Tab on left hand side
Once a Reminder expires. You or that user will receive an Email and also get a notification next to their name in Scan123. Clicking that will bring them to the Expired Reminders Tab and show the reminder.
Edit/Delete Reminder
When looking at the list of your Reminders, you can always Edit and Delete using the two icons t the far right of that reminder.
