Frequently Asked Questions (FAQ): Reminders
Reminder Categories
Overview

This section will address some commonly asked questions regarding reminder categories.

Add Reminder Category

To add a reminder category, you will first need to be on the Settings page. For more information on how to access this page, please see the Reminders Settings page.

The "Reminder Categories" section will allow you to categorize your reminders into specific classifications (e.g., High Priority, Urgent, Quote Reminders.):

To add a new reminder category, click the Add Reminder Category button. You will then be redirected to the Add Reminder Categories page where you can input the name of your new category:

Edit Reminder Category

To edit a reminder category, you will first need to be on the Settings page. For more information on how to access this page, please see the Reminders Settings page:

To edit the reminder category, click the Edit button. You will then be redirected to the Edit Reminder Categories page where you can edit the name of your category:

Once on the Edit Reminder Categories page, enter new category name and then click the Save button.

Delete Reminder Category

To delete a reminder category, you will first need to be on the Settings page. For more information on how to access this page, please see the Reminders Settings page.

To delete the reminder category, click the Individual Actions button and from the drop-down select the "Delete" option:

The reminder category will then be permanently deleted.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!