Reminders

How it works

1
Items are listed newest first unless a sort is set.
2
Each row shows its title and the two or three fields that matter.
3
Filters narrow it without leaving the page.

Best for

Reading and scanning. It is the right default more often than it looks.

Not the right choice for

Comparing many fields at once — use a table.

Who uses this page

Insurance broker

Collects what a quote actually needs, without a twenty-minute call.

Clinic or practice

Answers the administrative questions, so the phone is free for the clinical ones.

Accountancy firm

Answers the deadline and paperwork questions, and chases what you are still missing.

Garage or car dealership

Answers what a job costs and when you can fit it in, without leaving the ramp.

Questions

What data does the Reminders page use?

It reads reminder records the agent has collected. Time-based nudges. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a list the wrong choice?

Comparing many fields at once — use a table. It is best for: reading and scanning. It is the right default more often than it looks.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.