View Reminder Notes 


Here's how to see all of your notes (for all accounts) that have a reminder date of today or older.

 

From the Lynx Main Menu . . .

1. Left-click on Customers.

2. Left-click on View Reminders.

3. This will display a window showing all of your reminder notes for today (or older) for all accounts.

4. When you're done, left-click the close button to return to the Lynx Main Menu.

Here's another way to view reminder notes: From any individual account screen, left-click the Options button, then left-click on View Reminders. This will show you reminders for this account only that have a reminder date of today (or older).