Reminders within Tradepoint are a function designed to create a closed loop of internal communications and processes to provide exceptional Customer Service and enable you to refine your sales process, thus increasing revenue and expanding your business. Reminders can be attached to Appointments, Tasks, and Call Logs. Reminders can also be linked to other types of processes that have not yet been completed or are outstanding such as Outstanding Orders, Request For Quotations, and Inventory to bring into your Warehouse.

For the purposes of this article we will be illustrating how to create a Reminder within a Task, Appointment and a Call Log.

Within the details screen of a task, Appointment and a Call Log you will see at the bottom center of each of these types of windows a pop up calendar with an open field for time next to it just like the screen view below.

Clicking on the arrow next to the date will bring up an interactive calendar(like the screen view below) that will allow you to choose a date for a reminder.

Today's date will be highlighted and you can use the arrows to move ahead by days, Months and years to choose a date.

The Reminders panel is found in the Flyout Panel at the bottom of the menu choices. Daily reminders will pop up in a small window at the bottom right of the screen with a live icon that will redirect you to the Reminders in the Flyout Panel. Highlighting and clicking on any one of the listed Reminders will open the details screen specific to that Reminder. The details of a Reminder can be part of an Appointment, Task or Call Log. Below is an example of Reminders.

All of the available topics within the Flyout Panel are shown by the icons of the right toolbar.

Highlighting an clicking any one of the listed Reminders will open the details of that specific item whether it is a Call Log, Task, or Appointment.

As Reminders come due they will simply be listed in this panel. For example, if you have Reminders come due over a weekend they will be listed automatically here. If you have reminders come due during a workday you will receive a pop up window in the lower right hand corner and the Reminder will automatically be listed here.