Reminders can be created for anything a User wants to be reminded about, on almost any screen. 

Perhaps you want to remember that you need to call the painter to fix a crack in a ceiling, or you’d like a Reminder to get that beloved painting appraised.  You can create and/or view Reminders in 3 different ways in Pinventory®: A Reminders pop-up screen when you first log in, Manage Reminders (available within most Edit screens), and the Reminders Module in Tools.  Let’s review each:

Reminders Pop-Up Screen:

When you Add or Edit Reminders, you can choose to make them Active.  If your Reminder is Active, it will show in a Reminders pop-up screen immediately after any Profile is opened, beginning at 7 days before the event, or the Number of Days Prior to the Reminder you selected.  It will continue to show in the pop-up screen until you designate it as inactive.

 

 

You can make a Reminder Active (or inactive) by using the checkbox on the Add Reminder or Edit Reminder screens; you can also designate the Number of Days Prior to the event that you want to be reminded. 

 

On the pop-up screen, you can edit Person Added By (the profile the Reminder was added for), the Reminder Date, and Turn On/Off whether the Reminder is active or not.  After making any changes, select Update. 

 

Manage Reminders:

Manage Reminders is available on almost every Pinventory® screen.  You can access it on the Member Details screen, as well as in the Edit screens for Residences, Personal Contacts, and Home Inventory Items.  It allows each User to create their own set of Reminders and things to do. 

 

   

 

 

When you Manage Reminders in a Module, the Reminders you see and create will be associated with that Module.  For example, if you create a Reminder in Personal Contacts, that Reminder will be associated with the Personal Contacts Module, and you will view only those Reminders when you open Manage Reminders there.  However, you can filter/sort by Module and view Reminders from other Modules, as well.  All Reminders, from all Modules, can also be viewed in the Reminders Module in the Tools section.

In Manage Reminders, you can Add a Reminder by simply selecting Add Reminder and entering in the requested information. The Reminder Date and the Remind Me About fields are the only ones required – you’ll need a date and an event in order to be properly reminded.  You can also add the time of the event/Reminder, the Number of Days Prior to the event you want to be reminded, the Profile/person who added the Reminder, whether you want the Reminder to be Active or not, the Date Field, and any Notes about the event.  Select Save Changes after entering information in fields.  You can always Edit the Reminder by selecting the pencil icon in the list of Reminders in Manage Reminders.   

 

 

Tools – Reminders

The Reminders Module, under Tools, allows you to see all of your Reminders - from all Modules – in one location.  If you want to also view inactive Reminders, simply select the Show Inactive slider button.  Additionally, you can add more Reminders that are not linked to any one Module or edit existing Reminders.  Reminders can be printed out, as well as filtered/viewed by Module, the Profile that added them, and date range. 

 

 

If you want to delete a Reminder, select the red trash icon  in the list of Reminders.  You can also delete and Restore Deleted Reminders in Manage Reminders.