CINCH Customer Documentation

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Create and Modify a SmartList Reminder

When adding a new SmartList Favorite, if you click Add Favorite and Reminder, it will also put a reminder on your homepage in GP to remind you of the SmartList based on criteria entered:

Reminders show on the Home page in GP

Double Click the SmartList Reminder and it will open the SmartList.

To modify or create a reminder for an existing SmartList Favorite, click on the pencil icon in the To Do section of your Home Screen.

Click the blue arrow beside Reminders.

Then select the Smartlist favorite and click Modify

You can set this reminder to pop up when there is a certain number of records in the Smartlist Favorite, or when the total of a specific column reaches a specific number.

Click OK to close the windows when finished.

You could also create a new reminder for an already created Smartlist here by clicking New instead of Modify, then use the magnifined glass to find the SmartList you want a Reminder for:

The Display as a Cue checkbox, will make the notification show as an icon instead of text on your home screen.

See also Filter SmartList

See also Create SmartList Favorite

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