Quick access to Reminders for the Week
Some of our admin staff tend to work with reminders for the coming week - not just today. Would like perhaps to default the reminders per user to a specific period (default = today, with options for this week etc).
Thanks for the feedback.
By default, the reminders will be ‘due today’ which is one week in the future and two weeks behind. You can change the filter but at this stage we are not going to let you change the default.
With having a shortcut to reminders, this is why we have the reminder step through. This way you can go to the records that are linked the reminders complete, and then move onto the next. This is to save you looking at your reminder, opening the record, completing what you need to do, then go back to the dashboard.
For more info, please contact Rex support.
and to have a permanent shortcut tab up the top of the screen to be able to access the week's tasks from anywhere in REX