The Notes tab has two sections; Notes and Reminders. The Notes section is a freeform area that allows you to add miscellaneous information that is not tied to a date (Otherwise, if the note is tied to a date, we recommend creating a Contact Log entry). There are also two types of Reminders; Alert or Critical. By default, text entered under the Reminder section is an Alert. It can be changed to a Critical reminder if the Critical, create pop-up is enabled.
Critical reminders will be displayed in the middle of the application and must be acknowledged to continue. This reminder type is especially useful to flag an account that is a bad debt or if the client has an allergy.
Create a Reminder
- On the Notes tab, under the Reminder section, enter your desired text, such as date, invoice number, or contact log entry, as a reference to get more detailed information.
- Decide whether you want the reminder to be a default Alert or a Critical reminder. If critical, select the checkbox, Critical, create pop-up.
- When finished, click Save.