Setting a Reminder for an Opportunity

See Also

A Reminder is an alert that indicates that you need to take some action or perform a task. Reminders can be set for one or more items of an Object. While setting a reminder you may specify the time, date, and the message to receive along with the reminder. You can also set reminders for a User in any Team in Talisma.

You can set reminders for Opportunities. An icon in the system tray indicates that you have received a reminder. Double-click the reminder icon to view details.

To Set a Reminder

1.  Open the required Opportunity.

2.  From the Opportunity menu, click Set Reminder.

- OR -

Click .

The Set Reminder for Opportunity dialog box is displayed.

3.  From the Remind list, select the User who should receive the reminder.

4.  Specify when the reminder should be displayed. If you specify a date, you can also specify the time for the reminder.

5.  Type your message in the with the Message box.

6.  Select the Remind only if the Opportunity is Active, if necessary. If selected, the reminder will appear only if the Opportunity is in the Active state.

7.  Click OK.

The reminder is set. The selected User will receive the reminder at the specified time.

Note  The icon in the system tray indicates that a reminder has arrived. Click this icon to view the Reminders dialog box. Select a reminder and click View to view the details. You can postpone or delete a reminder.