|
Use Project Reminders for general reminders to give yourself as part of a project estimate.
NOTE-- For reminders about appointments, use regular Reminders instead.
PROJECT REMINDER BASICS
Entering Project Reminders | Data Fields | Using Lists | Using
Project Reminders
RELATED TOPICS
Assemblies | Estimates | Projects | Reminders
Entering Project Reminders
To enter a Project Reminder, follow these steps:
- Choose Income Setup from the Income menu, then choose Project Reminders from the submenu.
- Click the New button, or click on an existing item and click the Edit button.
- Enter details for the reminder.
Data Fields
Enter the following information for each Project Reminder:
Name-- Type in a brief name for the reminder. This is the text that will appear in clairvoyant fields.
Message-- Type in the message you'd like to see in reminder reports for the project.
Comments-- Type in any comments you'd like to make about this item.
Using Project Reminders
To use a project reminder, enter it into the component table of an Assembly.
You can also include project reminders in the Item breakdown of an Estimate.
To see a report of all reminders for a project, choose Projects from the Reports menu, and choose
Reminder List from the submenu.
Main Page | Accounts |
Lists | Transactions | Menus |
Index | Website | User Page
|