Activity Reminder Email Messages

An Activity Reminder email message reminds you about an upcoming activity. Vision sends the email message to the email address that was entered for you in the Employee Info Center. You do not have to be logged on to Vision to receive an email reminder.

To use email reminders, select the Enable email reminders check box on the Activity tab of the User Options dialog box.

Content	Description
From	This is the default email address that is defined on the Email tab of General System Settings Configuration.
Sent	This is the date and time that the email was sent to you.
To	This is your name.
Subject	The email's subject line says "Alert Notification from Vision."
Go to Calendar	Click this button to open your Activity Calendar.
Go to Activity Manager	Click this button to open the Activity Manager.
Type	This is the activity type (for example, meeting, phone call, teleconference, and so on).
Subject	This is the subject of the activity. Typically, this is a short descriptive statement, such as Initial Consultation, Planning Meeting, or Follow-up Visit.
Activity Date	This is the calendar date on which the activity is scheduled to occur.
Activity Time	This is the range of start and end times when the activity is scheduled to occur.
Client	This is name of the client associated with the activity. Click the client name to open the Client Info Center record.
Contact	This is name of the contact associated with the activity. Click the contact name to open the Contact Info Center record.
Opportunity	This is the name of the opportunity associated with the activity. Click the opportunity name to open the Opportunity Info Center record.
Project	This is the name of the project associated with the activity. Click the project name to open the Project Info Center record.
Notes	This provides additional information about the activity.