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.
Creating Reminders
To create a reminder in LollyLaw, please follow these steps:
Click on the 'Actions' button at the top of LollyLaw and select 'Add Reminder'.
A drawer will open on the right where you can enter details about the reminder entry, such as the title, user(s) who you would like to receive the reminder notification, the date and time of the reminder, the type of notification (in-app and email notification), and the contact/matter the reminder pertains to.
Click 'Save' to finish creating this new reminder enter.
Users will see saved reminders under the 'Overview' tab of the matter it pertains to or the 'Snapshot' tab of the contact record it pertains to. Additionally, users can view all reminders across all matters under Activities > Reminders.
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 Activities > Reminders
To view all reminders and manage details, users should navigate to Activities > 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 different icons next to each reminder to indicate its status. A green check mark indicates the reminder has been acknowledged. A bell icon indicates the reminder has already triggered its notification. A clockface icon indicates the reminder is still scheduled to notify the user at a later date. The status of a reminder will appear as "Scheduled" if it has not been acknowledged or marked as read
To quickly acknowledge all reminders, users can select the “Acknowledge All” button in the top right-hand corner of the page. Once clicked, any unacknowledged reminders will display a green check mark, indicating they have been acknowledged.
To view more details of a reminder, users can click on the title of the reminder. This will open the "Edit Reminder" drawer, allowing the user to view additional details, or make changes to the reminder as needed.
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 Activities > Reminders.