Follow-up reminders

Create your follow-up reminder from a previous diary entry in an open week.

From the diary, select the contact entry and Under the Actions tab click View/Edit Contact OR right-click the contact entry and select Open Contact from the drop-down menu

Under the Actions tab click Remind Me in 1, 2 or 3 Months depending on the time period you want.

A message will appear at the bottom of the contact record to let you know the reminder has been created.

The reminder will be added to your diary on the requested day.
Hover over the diary entry to see the reminder details.

From one week before the reminder is due, it will appear in your task list as the first thing you see when you login in place of the home screen.