Subscriptions

Overview

The “Subscriptions” tab is where you can add, remove, or review the current reminders your user account is subscribed to.

Detail

To add a new reminder:

-Right click in the reminder area

-Select Add Reminder

Open

-Double Click on the reminder you would like to add

Open

-Click OK on the pop up box

-Click Close

-Click Save Subscriptions

Once subscriptions are added, you can edit how many days’ notice you want receiving a reminder. The notice can only be changed on scheduled events (such as aging days, days after hire date etc.) These notifications can be emailed, sent as a text (with text messaging purchased), and display as a clickable lightbulb, which will take you to reminders. You have the option to be notified of these reminders for your home office or all offices, and can add the same reminder multiple times if the notice time varies.

To Remove a Reminder:

-Right Click on the reminder you would like to remove

-Click Remove Reminder

-Select Yes on the pop up box

-Click Save Subscriptions