When you have a busy day ahead and you have a critical task that needs to be completed, you can use Microsoft Dynamics GP Reminders to help you remember when to do these types of tasks. This is especially useful when you spend your day in Microsoft Dynamics GP, and not in your email software. To help keep you on track and have a successful day, use Reminders.
To set up a reminder in Microsoft Dynamics GP, follow these steps:
Click Microsoft Dynamics GP | Reminders.
Click New Task
Create a new task, enter a Due Date, assign the Task to a specific User ID, and if appropriate, link it to Microsoft Dynamics GP window, Web Page, or External program or file.
Then click Save.
I now have a Reminder setup to check for new Audit records. When I log into GP on the due date, the Reminders window will appear with my Task.
If I double-click the task, it will open the Task:
Next, I can click on Name as circled above because this particular task is linked to a GP window. In my example, when I click Name, it opens SmartList.
Once the Task is completed, change the Status from Pending to Completed.
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