Viewing and Editing Reminders

You can view upcoming and past reminders for yourself in the Web Client. You can also view reminders for other users, if you are a Client Team Manager. There are four different lists you can view:

  • My Reminders.
  • My Reminders for This Contact
  • All Reminders for This Contact
  • Reminders for Other Users

From these views, you can edit and delete the reminders.

Viewing a List of Reminders

[A] Choose this link to add a new reminder. You will need to find the contact for the new reminder.

[B] Choose the contact icon to view the contact.

[C] Right-click a reminder for more options. Choose Add Reminder here to add a new reminder for the selected contact.

[D] Use these links to edit or delete the reminder.

[E] Choose this to add an activity to the selected contact.

See the following topics:

Viewing a List of Reminders

There are several ways to open these different reminder lists in the Web Client.

Where You Can View Reminders in the Web Client
Reminder List Opening this List

My Reminders - from here you can view and edit reminders:

• You created

• A proxy created on your behalf (in the Web Client or from a PIM)

• A Client Team Manager created for you

• From the Web Client Home page, choose My Reminders.

• When viewing your reminders for a specific contact, choose the View All My Reminders link.

My Reminders for This Contact - from here you can view and edit reminders for a specific contact. This view includes reminders that:

• You created

• A proxy created on your behalf (in the Web Client or from Outlook)

• A Client Team Manager created for you

• From the Contact Overview page for a contact, choose the Reminders link.

• When editing an Activity or Appointment, select the Review/update my reminders for contacts on this activity check box. See Reviewing and Updating Reminders for Contacts on an Activity.

• When editing an activity, right-click the contact in the list and choose View My Reminders.
All Reminders for This Contact - this view is intended for Client Team Managers. It shows all reminders for a specific contact. Its purpose is to make sure there is full coverage for a contact, not to manage a user’s work. See Viewing Reminders for Other Users.
Reminders for Other Users - this view is also intended for Client Team Managers, to view reminders you as a manager or other Client Team Managers have created for other users; it is a good tool for onboarding new team members. See “Viewing Reminders for Other Users.

Once you have a list of reminders, you can edit or delete them as needed.

Editing, Deleting, and Taking Other Actions from a List of Reminders

From any of the Reminders views, you can perform the following tasks. To view a list of reminders, see Viewing a List of Reminders.

Actions Available from a Reminders View
Action Reminder View and Where You Perform the Action
Edit a reminder Choose the Edit link for the reminder. Make your changes to the reminder and then choose Save.
Delete a reminder Choose the Delete link for the reminder to delete.
Add another reminder

• Choose the Add Reminder link. If you are viewing a list of reminders from multiple contacts, you will then need to choose a contact for the new reminder.

• Right-click a reminder in the list and choose Add Reminder. This creates a new reminder for the selected contact.
Add an activity

Choose the Add Activity button.

Note that this is available when you are reviewing your own reminders, but is not available when reviewing reminders for other users.
View a contact Choose the contact icon next to the contact name. Note that this option is only available when viewing My Reminders or Reminders for Other Users.
View a report Right-click the reminder in the list and choose View Report.

Reviewing and Updating Reminders for Contacts on an Activity

Activities are often used to record information about getting in touch with the contact, such as meetings, calls, email messages, and other correspondence. Therefore, it is often useful to review your reminders for a contact on an activity when you are creating or editing the activity.

You can also do this to add a reminder to the activity contact.

  1. Edit the existing activity in the Web Client or create a new activity.

    • Activities for a contact display on the contact overview page and on the full page version.

    • You can also search for an activity.

      For details, see Creating and Editing Activities .

  2. Below the Description text box, select the Review/update my reminders for contacts on this activity check box.

  3. Edit the activity normally and choose OK when finished. After saving the activity, the Web Client opens a dialog box for viewing reminders.

  4. Review the reminders as needed.

    • If the activity had multiple contacts, each contact is displayed in the dialog box. Choose View My Reminders to see the reminders for the contact.

    • If the activity had only a single contact, the dialog box displays just the reminders for that contact.

Viewing Reminders for Other Users

If you are a user with the ability to add reminders for other users, you can view these reminders as well as your own reminders.

Viewing Reminders for Other Users

To review all reminders for other users:

  1. Choose the Reminders for Other Users link from the Web Client home page.

  2. Select the user whose reminders you want to review from the drop-down list.

To review all reminders for a specific contact:

  1. From the Contact Overview page for a contact, choose the Reminders link.

  2. In the My Reminders dialog box, choose the View All Reminders for this Contact link.

Both of these lists show you reminders that were created by Client Team Managers. They do not display reminders that the users created for themselves.

Using a Reminder Email Message

Your reminders are sent to you as email messages. Each message can include links you can use to get more information from the Web Client. The formatting, information, and links included in the message is determined by your organization.

The figure below illustrates a typical reminder email message. From this message, you can choose the links to open pages in the Web Client. For example, choose the View Report link to view a report for the contact. Depending on how your organization has configured reminders, the link either displays a specific report or it displays the Report Chooser to let you select the report to view.

Some of these links may display as dialog boxes in the Web Client. In this case, once you close the dialog box, the Web Client window closes.

Typical Reminder Message Delivered in an Email