Reminders - Lender

The Market Leader system displays a My Reminders view when a lender logs into the Admin interface. My Reminders provides the following features.

  • Sort reminder list by Due Date.
  • Filter reminder list by reminder type, All, User, or System.
  • Filter reminder list by reminder due date, All past, All future, Last month, Next month, This month, Last 7 days, or Next 7 days.
  • If you associate a reminder with a contact, the reminder is linked to a Contact Summary via contact name.
  • Add a Reminder.

My Reminders provides the following benefits.

  • Keep reminder tasks prioritized by filtering and sorting.
  • Quick access to a contacts detailed information by clicking a contact name.
  • Flexibility to manage reminder tasks (i.e. edit, mark complete, or delete).

Add a Reminder

  1. Make sure you are logged into the Market Leader Admin interface.
  2. In My Reminders, click Add a Reminder.
  3. In the Add a Reminder dialog, enter required information.

    Required fields are marked with an asterisk.

  4. To associate a reminder with a contact, start typing a name.

    The system supports auto-completion and suggests names that match the first few characters you type.

  5. Click a suggested name, or tab to select a highlighted name.

    You can move the highlight by using the arrow keys.

  6. Click Save.

See Also