Personal reminders

Personal reminders are a tool for your personal management. You can add reminders containing text to records. A reminder will appear as a pop-up window at the time specified by you.

To create a reminder, right-click on a record in the main window. In the context menu, select Personal reminder and then Add personal reminder as shown below.

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Figure 1. Add reminder

Define the reminder pop-up by its date and time in the dialogue that opens. Add a description, if necessary. Then click OK.

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Figure 2. Create a reminder

A reminder is then added to the record you selected. A reminder is always associated with a specific record. Records with reminders have a bell icon in the "Reminder icon" column in the result list.

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Figure 3. Reminder icon in the result list

When a reminder has been created, you can edit or remove it by right-clicking the record. In the context menu, click Edit personal reminder or Delete personal reminder.

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Figure 4. Edit or delete personal reminder (section of context menu)

At the time you specified for the reminder, the “Personal reminder” dialogue pops up on your screen. The dialogue appears even if the F2 window is not active.

To view all your personal reminders, go to the main window ribbon and click Show all personal reminders. This opens the “Personal reminder” dialogue, which is described in the section below.

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Figure 5. “Show all personal reminders”

The “Personal reminder” dialogue

This dialogue is shown when a personal reminder is due or when you click the Show all personal reminders menu item on the main window ribbon. You can filter your reminders by using the filtering fields below the column headers. For example, you can specify a time period in the drop-down field in the "Due in" column to only show reminders due in that period.

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Figure 6. Overview of your personal reminders

The functions are described in detail below.

Function Description

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Open the reminder for editing.

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Open the record on which the reminder was added.

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Show all reminders, both upcoming and expired ones.

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Show only expired reminders.

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Postpone the reminder by an interval chosen from a drop-down menu. The postponement options are fixed, but vary in duration from a few minutes to several days.

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Delete all selected reminders.