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
- Make sure you are logged into the Market Leader Admin interface.
- In My Reminders, click Add a Reminder.
- In the Add a Reminder dialog, enter required information.
Required fields are marked with an asterisk.
- 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.
- Click a suggested name, or tab to select a highlighted name.
You can move the highlight by using the arrow keys.
- Click Save.