Activity Tab of User Options Dialog Box

Use the Activity tab to set up personal settings for email and popup reminders.

Field	Description
Enable email reminders	Select this option if you want `Vision` to send you email activity reminders. An email reminder for an activity is sent to the email address specified in your Employee Info Center record at the reminder time specified for the activity. To receive an email reminder, you must select the Reminder option on the Detail tab of the Activities dialog box. You can select this option (and specify when you want to receive the reminder) when you schedule the activity, or at any time prior to the date the activity occurs. Note the following: You do not have to be logged in to `Vision` to receive an email reminder — email reminders are sent from the `Vision` server. You can choose to get either an email message or a popup reminder (or you can choose to get both). Only users with a CRM role type can receive activity reminders. You establish user role types in Security Roles Configuration.
Enable popup reminders	Select this option if you want `Vision` to send you popup activity reminders. A popup reminder for an activity displays on your screen at the reminder time specified for the activity. To receive a popup reminder, you must select the Reminder option on the Detail tab of the Activities dialog box. You can select this option (and specify when you want to receive the reminder) when you schedule the activity, or at any time prior to the date the activity occurs. Note the following: You must be logged in to `Vision` to receive a popup reminder. If you are not logged in to `Vision` when a popup reminder is sent, the reminder displays the next time you log in. You can choose to get an email message, a popup reminder or both. Only users with a CRM role type can receive activity reminders. You establish user role types in Security Roles Configuration.
Change Password	Click this button to display the Change Password dialog box. Enter your old password, enter your new password, confirm your new password, and then click OK.

Field

Description

Enable email reminders

Select this option if you want Vision to send you email activity reminders.

An email reminder for an activity is sent to the email address specified in your Employee Info Center record at the reminder time specified for the activity.

To receive an email reminder, you must select the Reminder option on the Detail tab of the Activities dialog box. You can select this option (and specify when you want to receive the reminder) when you schedule the activity, or at any time prior to the date the activity occurs.

Note the following:

You do not have to be logged in to Vision to receive an email reminder — email reminders are sent from the Vision server.
You can choose to get either an email message or a popup reminder (or you can choose to get both).
Only users with a CRM role type can receive activity reminders. You establish user role types in Security Roles Configuration.

Enable popup reminders

Select this option if you want Vision to send you popup activity reminders.

A popup reminder for an activity displays on your screen at the reminder time specified for the activity.

To receive a popup reminder, you must select the Reminder option on the Detail tab of the Activities dialog box. You can select this option (and specify when you want to receive the reminder) when you schedule the activity, or at any time prior to the date the activity occurs.

Note the following:

You must be logged in to Vision to receive a popup reminder. If you are not logged in to Vision when a popup reminder is sent, the reminder displays the next time you log in.
You can choose to get an email message, a popup reminder or both.
Only users with a CRM role type can receive activity reminders. You establish user role types in Security Roles Configuration.

Change Password

Click this button to display the Change Password dialog box. Enter your old password, enter your new password, confirm your new password, and then click OK.

Activity Tab of User Options Dialog Box

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