You can set reminders for yourself against individual clients, enter notes on reminders and mark them off once completed. Reminders are displayed in the client’s list of records.
To add a client reminder:
Navigate to the client’s records
Select Reminder from the action buttons and add a title
Provide details as required and a due date
Click Save reminder when finished
When the reminder's due date arrives it will appear in the Today's reminders area on your dashboard until completed. From here you can:
Navigate to the client
Complete a reminder
Edit a reminder
Delete a reminder
Note: You cannot currently assign reminders to other users to complete