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The Reminders section is used to create Alerts or Reminders for specific accounts. Reminders can appear on the Home screen and are filterable so that you will not lose track of your accounts.  Reminders are simply notifications for tasks that need to be completed for specific accounts.

 

Creating a Reminder

  1. Open an account that you would like to add a Reminder to.
  2. Click on the Reminders tab at the top of the screen.
  3. REQUIRED: In the grey box on the right side of the screen, select a Description from the drop-down list, or you can add a new description by clicking on the Add button .
  4. REQUIRED: Assign a collector to the Reminder from the Collector drop-down list.
  5. REQUIRED: Set a Due Date for the Reminder.
  6. OPTIONAL: Set a Time the Reminder is due at. The default is 12:00:oo AM (which equates to a Reminder due any time that day).
  7. OPTIONAL: Set a Completed date. This is only used if the Reminder has already been completed. Otherwise, you must leave it blank.
  8. OPTIONAL: Set the Repeats drop-down, if you would like the Reminder to repeat. It can be set to Daily, Weekly or Monthly. Once posted to repeat, the Reminder will stay in an “overdue” status if the Due Date comes and goes, until the Reminder is marked as completed. At that point the repeat will be set for the next day, week or month as expected.
  9. OPTIONAL: Include any Notes about the Reminder. This helps describe exactly what needs to be done with the Reminder, if more details are needed beyond the name in the description box.
  10. Click Insert New Reminder and the Reminder will be added to the account. Once added, it will subsequently show on the Home screen’s MyReminders Viewer.

 

Viewing Reminders for a Specific Account

  1. Open an account in Simplicity, and click on the Reminders tab at the top.
  2. This tab shows you all Reminders for an account on the left side of the screen. It shows the Reminder’s due date, who the Reminder is assigned to, and the Reminder’s description.

 

Editing Reminders

  1. Open up the account which has the Reminder you would like to edit.
  2. Click on the Reminders tab at the top.
  3. Click on the Reminder you want to modify from the left-hand column. The Reminder you clicked on will change to red.
  4. Make any changes you need by editing the information that appears in the gray box to the right of the Reminder list.
  5. Click Update Reminder to save changes.

 

Deleting Reminders

  1. Open up the account which has the Reminder you would like to delete.
  2. Click on the Reminders tab at the top.
  3. Click on the Reminder you want to delete on the left column. The Reminder you clicked on will change to red.
  4. In the box on the right, click on Delete Reminder at the bottom.
  5. A box will ask you to confirm that you want to delete the Reminder. Click OK.

NOTE: Make sure you’re using the Delete Reminder button only, NOT the red X icon near the Reminder Description box. This red X icon is for deleting the Description itself, and ALL associated Reminders along with it. It will prompt you with a final warning, should you click it by accident. If this happens, contact SimplicityCollect Support for assistance in restoring the Reminders.

 

 Tips:

An AdminThe Reminders section is used to create Alerts or Reminders for specific accounts. Reminders can appear on the Home screen and are filterable so that you will not lose track of your accounts.  Reminders are simply notifications for tasks that need to be completed for specific accounts.istrator from your company can contact our technical support staff if you would like to enable a pop-up warning to appear, should your collector try to navigate away from an account that has no Reminder assigned to it. It will let them know that no Reminder is assigned, with an option to stay on the account to create a Reminder.

 

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.