{"id":1580,"date":"2023-09-28T10:17:54","date_gmt":"2023-09-28T10:17:54","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=1580"},"modified":"2024-07-19T04:43:31","modified_gmt":"2024-07-19T04:43:31","slug":"how-to-set-reminder-in-acumatica","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2023\/09\/28\/how-to-set-reminder-in-acumatica\/","title":{"rendered":"How to set Reminder in Acumatica"},"content":{"rendered":"\n<p>Acumatica has one of the most useful features \u2013 the ability to set reminders. This helpful feature ensures that critical tasks and deadlines aren&#8217;t overlooked.<\/p>\n\n\n\n<p>Let&#8217;s say you have an important meeting scheduled for next week or you have a project and project deadline is coming up. You can use Acumatica to set a reminder for that meeting. When the meeting time approaches, Acumatica will show you a pop-up message or send you a notification to remind you about it. Setting reminders in Acumatica is a helpful way to ensure you don&#8217;t miss important tasks or event.<\/p>\n\n\n\n<p>We&#8217;ll guide you through the process of setting reminders in Acumatica.<\/p>\n\n\n\n<p><strong>Here are the steps to set up reminders in Acumatica:<\/strong><\/p>\n\n\n\n<p>Step1. To enable reminders, open the web.con1 file for your site instance, typically located in % Program Files%\\ Acumatica ERP &lt;Instance Name&gt;Replace &lt;Instance Name&gt; with the name of your application instance website.<\/p>\n\n\n\n<p>Step2. &nbsp;Look for the reminder section in the file, which contains the following settings:<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp; \u2022 &lt;add key=&#8221;ReminderVisible&#8221; value=&#8221;false&#8221; \/&gt;<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp; \u2022 &lt;add key=&#8221;ReminderRequestedPeriod&#8221; value=&#8221;60&#8243; \/&gt;<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp; \u2022 &lt;add key=&#8221;ReminderActiveMode&#8221; Value=&#8221;false&#8221; \/&gt;<\/p>\n\n\n\n<p>Step3. Modify the following key values:<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; \u2022 Change &#8220;ReminderVisible&#8221; to &#8220;true.&#8221;<\/p>\n\n\n\n<p>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; \u2022 Change &#8220;ReminderActiveMode&#8221; to &#8220;true.&#8221;<\/p>\n\n\n\n<p>Save the configuration, which will automatically restart the website. 5. Next, navigate to the Events screen and create an event for a specific entity by selecting the Reminder checkbox on the screen. Set the Start and End times as needed. Also, users can choose the type of reminder they want in the &#8216;Related Type&#8217; field. They have options like selecting reminders for vendors, employees, or specific entities associated with either employees or vendors.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code><center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/09\/MicrosoftTeams-image-1-3.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/09\/MicrosoftTeams-image-1-3.png\" alt=\"MicrosoftTeams-image-2-3.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n<p>By go to related entity screen, you are able to see popup reminder for the event.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code><center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/09\/MicrosoftTeams-image-2-3.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/09\/MicrosoftTeams-image-2-3.png\" alt=\"MicrosoftTeams-image-2-3.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n<p>Setting reminders in <a href=\"https:\/\/www.greytrix.com\/acumatica\/\" target=\"_blank\" rel=\"noreferrer noopener\">Acumatica<\/a> is a easy way to ensure you remember important tasks and deadlines, helping you stay organized and on top of your responsibilities.<\/p>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Acumatica has one of the most useful features \u2013 the ability to set reminders. This helpful feature ensures that critical tasks and deadlines aren&#8217;t overlooked. Let&#8217;s say you have an important meeting scheduled for next week or you have a project and project deadline is coming up. You can use Acumatica to set a reminder\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2023\/09\/28\/how-to-set-reminder-in-acumatica\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":2419,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146,3,14],"tags":[4,16,147],"class_list":["post-1580","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-acumatica","category-acumatica-erp","category-acumatica-services","tag-acumatica","tag-acumatica-erp","tag-customization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to set Reminder in Acumatica<\/title>\n<meta name=\"description\" content=\"Using reminders in Acumatica helps you remember important tasks and deadlines, keeping you organized and on 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