Group Master Reminders .ng

Users can access Reminders from the left-side menu.

Default set to In-House Reminders.

Toggle to Group for Reminders.

When the Group Master Reminders page loads, reminders are displayed in the following column order:

• Group Code - Displays the Group Code.Shows the Group Status as a pill below the Group Code for quick reference.

• Group Name - Name of the Group

• Department - Displays the department associated with the reminder.

• Title - Title of the reminder

• Description - Description of the reminder

• Due By - Displays the reminder due date and time.

• Status - If the reminder is due today or overdue

• Actions - Displays the action that can be taken on a particular reminder :

  • Mark as Read

  • Complete

  • Close Without Action

  • Archive

Filter by Department

• A Sales department is available by default for all properties.

• Properties may remove Sales using property-level settings.

• Additional departments can be configured at the property level.

Filer by Status

• Filter can be applied to the status mentioned below the Group code in capsule as

  • Prospect

  • Tentative

  • Definite

  • Cancelled

  • Closed

Filter By

• Read / Unread

• Status: Pending / Complete / Close Without Action

• Timeline Status : Due Today / Overdue

Note - Each dropdown supports:

• Select All

• Individual selection

• Multi-select

• Deselecting options

• Clicking Ok applies the selected filters.

• Filters work in combination with other filters such as date range and “Filter By”.

Sorting

The following columns support sorting:

• Group Name – Alphabetical

• Department – Alphabetical

• Title – Alphabetical

• Due By – Date-based

• Statuses – Priority-base

Note :

• Clicking the sort icon toggles between ascending and descending order.

• Only one column can be actively sorted at a time.

• Applying a new sort overrides any previous sort.

• Records with empty or null values always appear at the bottom, regardless of sort direction.

• When multiple reminders share the same value, records maintain a stable order (secondary sort by timeline status).

• Repeated clicks on the sort icon consistently alternate sort direction.

• On initial page load Reminders are sorted by Status priority

Group Contact Information on Hover

When hovering over the person icon next to the Group Name, a tooltip appears displaying:

• Group Contact Name (bold)

• Phone Number

• Email Address

Closing Reminders

Reminders can be closed by Individual or by Bulk Action.

Both provide the following options:

• Mark as Read

• Close Without Action

• Complete

• Archive