Reminders are a great way to keep an eye on certain details related to a case. In LollyLaw, you can create a reminder for yourself and other users, set a date and time to acknowledge the reminder, connect the reminder to a contact and matter record, and include a description of the reminder.
View and Acknowledge Reminders from your Dashboard
In the Dashboard under the Reminders widget, users can view their upcoming reminders, reminders they've acknowledged, or all reminders. Users can select the "Mark Read" button next to an upcoming reminder, which indicates the user has acknowledged the reminder. Reminders that the user has already acknowledged will appear as "Read".
Manage Reminders Under Schedule > Reminders
To view all reminders and manage details, users should navigate to Schedule > Reminders. From there, users can use the filter feature to view reminders associated with a specific contact, matter, date, or those created by a certain user (Note: Remember to hit 'Apply' after selecting filters).
Users will see either a green circle or a green dot next to a reminder. The green circle indicates a reminder has not been acknowledged or marked read by the user. The green dot indicates a reminder has been acknowledged or marked read by the user.
To quickly acknowledge all reminders, users can select the "Acknowledge All" button toward the top right hand corner of the page. Once clicked, this will turn any green circle into a green dot, indicating the reminder has been acknowledged.
To view more details of a reminder, users can click on the title of the reminder and edit the reminder, if needed. The status of a reminder will appear as "Scheduled" if it has not been acknowledged or marked as read, as shown below.
The status will appear as "Closed" if the reminder has been acknowledged or marked as read, as shown below.
Recap: Reminders are a great way of keeping track of important details related to a contact or matter record. To quickly mark reminders as read, users can do so through the Reminder widget of their Dashboard. To manage and edit reminders, users can do so under Schedule > Reminders.