diff --git a/devdocs/specs/core-notification.txt b/devdocs/specs/core-notification.txt index bb35c5d9..31f78f1e 100644 --- a/devdocs/specs/core-notification.txt +++ b/devdocs/specs/core-notification.txt @@ -375,11 +375,3 @@ Maintenance - - - - - - -- What is "Slack"? - - should we tie into it for notifications? \ No newline at end of file diff --git a/docs/8.0/ayanova/docs/customers.md b/docs/8.0/ayanova/docs/customers.md index 1034afbd..51289dd0 100644 --- a/docs/8.0/ayanova/docs/customers.md +++ b/docs/8.0/ayanova/docs/customers.md @@ -127,15 +127,15 @@ If the form has been [customized](ay-customize.md) and [custom fields](ay-custom #### Tags -Standard AyaNova object [tags control](ay-start-form-tags.md). +Optional [tags control](ay-start-form-tags.md) for categorizing and notification [filtering](home-notify-subscriptions.md#tags). #### Wiki -Standard AyaNova object [wiki control](ay-start-form-wiki.md). +Optional [wiki control](ay-start-form-wiki.md). #### Attached files -Standard AyaNova object [attachments control](ay-start-form-attachments.md). +Optional [attachments control](ay-start-form-attachments.md). ### Address tab diff --git a/docs/8.0/ayanova/docs/home-password.md b/docs/8.0/ayanova/docs/home-password.md index 7fd94a61..a2afa2fc 100644 --- a/docs/8.0/ayanova/docs/home-password.md +++ b/docs/8.0/ayanova/docs/home-password.md @@ -1,4 +1,4 @@ -# CHANGE PASSWORD +# Change password This form is used to set the password of the currently logged in user. diff --git a/docs/8.0/ayanova/docs/home-reminders.md b/docs/8.0/ayanova/docs/home-reminders.md index 3191aea0..ccec26ef 100644 --- a/docs/8.0/ayanova/docs/home-reminders.md +++ b/docs/8.0/ayanova/docs/home-reminders.md @@ -1,5 +1,63 @@ -# HOME-REMINDERS Placeholder +# Reminders -[UNDER CONSTRUCTION] +A Reminder in AyaNova is a scheduled note to yourself that displays in the Schedule form. It is an appointment or note that is not tied to a particular AyaNova business object. -#b4beta \ No newline at end of file +For example it might be a note to yourself to do a particular task on a date or a reminder that you have scheduled a day off. + +Reminders are similar to [Reviews](home-reviews.md) however a Review is connected to a specific AyaNova object for follow up related to _that_ object. A reminder is not connected to any particular object. + +## Authorization Roles required + +Reminders are available to all staff (non Customer contact) users. + +## How to access reminders + +Reminders are accessed in the following ways: + +- From the `Home` navigation pane `Reminders` item to open the Reminders [data table](ay-start-form-data-tables.md) +- From the `Home` -> `Schedule` schedule form where reminders are displayed + +## How reminders work + +## Notification + +Reminders are part of the AyaNova [notification system](home-notify-subscriptions.md) and the `Reminder imminent` type notification allows for being notified in advance of an upcoming reminder event. Use this system if you want to be alerted in advance about an upcoming reminder. + +Notifications can be filtered by tags so you can set up a tagged filter for a notification about reminders that (for example) are tagged with "notify-me" or "important" only. Reminders that do not need a notification can be left untagged. In this way you can easily control which reminders get notified and which do not. + +## Reminders data table + +The Reminders [data table](ay-start-form-data-tables.md) lists all the reminders available and access to data table [common menu options](ay-start-form-data-tables.md#common-menu-options). + +## Reminder edit form + +The Reminder edit form contains the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields: + +#### Name + +The required "Title" of the reminder, this field is displayed in the schedule form and in notifications. Put the main topic of the reminder here. + +#### Start / Stop + +This is the required starting and ending times for the period covered by this reminder and displays this time range in the schedule form. +The start date is also used for reminder [notifications](home-notify-subscriptions.md). + +#### Notes + +Notes is an optional field for entering more details about the reminder. Notes do _not_ display in the schedule form, only the Name field so the reminder needs to be opened to view Notes. + +#### Color + +Optionally select a color to display in the schedule form for this reminder. This is a way to visually categorize reminders. + +#### Tags + +Optional tags to categorize reminders and control notification [filtering](home-notify-subscriptions.md#tags). + +#### Wiki + +Optional [wiki control](ay-start-form-wiki.md). + +#### Attached files + +Optional [attachments control](ay-start-form-attachments.md).