We can have reminders for users to take certain actions populate on their home page so they remember when to complete certain tasks inside The Financial Edge.
1. In Records, open the Vendor Record that contains the Action 2. Select the Actions tab 3. Open New Action for which to set the reminder 4. Mark the Auto-Remind checkbox 5. Select the user to see the reminder icon on their Homepage 6. Set the time frame for the reminder icon to appear 7. Click Save and close