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.
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.
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.