Send a Reminder
To send a Reminder to yourself or any other BusinessMaster user, first open BusinessMaster and Logon. When ready to Add a new reminder, click the NewReminder link in the Main BusinessMaster toolbar:
This brings up the Reminder screen, with the mouse cursor blinking in the Notes field, and your Logon UserName in the AssignedFrom menu:
Enter in the desired Reminder/Message text in the Notes field, and select the User you want to send the Reminder/Message to from the AssignedTo menu:
To finish entering the new Reminder, enter in a FollowUpDate. This is the date you want the Reminder to be activated for the Assignee. For instance, if you enter today's date for the FollowUpDate, then the next time the person you are sending the reminder to logs on, the reminder will show up on that users screen. Until the User completes the Reminder, by checking off the CompleteYN box, every time the user logs on, this reminder will appear, along with any FollowUp Notes the user enters, and any other New Reminders and/or Incomplete Reminders.
