Looking for a way to set up notifications of reminders. Portfolio and plans are more than we need, but we want to be able to set up tasks in constituent records using the "reminders" feature, and then somehow be alerted. I know that I can see them in the reminders screen, but I'm wondering if there is any sort of push notification - a pop-up, or a sidebar that can remain open?
Follow-up question - is there any way to add a reminder globally to a list that I've created? I understand that maybe plans and steps are more appropriate for that, but as I said we are not wanting to go that route at this juncture for a variety of reasons.
Thanks ahead of time for any input - I'm new to the forums here, so apologies for any breach of etiquette!
Have a great day,
Joe
Reminders can be set on the individual or organization's connection tab. These reminders show up collectively, along with any pending plan steps (if you had any) on the Reminders dashboard (identified with the alarm clock icon in the upper right-hand section of the bar of icons beneath the various menus on the primary Tessitura window). Under preferences, you can set this Reminders dashboard to be the first thing that opens when you load Tessitura, and you can organize it by priority or deadline.