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14.10.1 How to Create Reminders for Tasks from Incoming Emails


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Reminders can be generated automatically from any Outgoing Email. When creating or responding to an Email click on the Follow Up Icon in the Email toolbar.

This function has to be activated within the Preferences section of your Employee file to be active.

When this is active you can set reminders to come due within the time frame you see displayed in the drop down menu. Reminders set for longer in the future than tomorrow will come due within the current week or exactly one week from the day the Reminder is set for the 'Next Week' setting.  Any Reminders will come due within the Flyout Panel.

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