Keep your account neat and streamlined for efficient reminders
By Jose and 2 others3 authors14 articles
Customizing FieldsFind out more information about where to add custom fields and the different custom field types
Custom Fields by Type or CategoryFind out how to add custom fields specifically to a contact type
Sorting Custom FieldsLearn more about how you can sort the custom fields within your Expiration Reminder account.
Organizing Custom Fields with TabsFind out how to place custom fields in different tabs based on Category in the new/edit expiration screen
Navigating the DashboardFind out how to use the calendar, expiration forecast and status filtering on your dashboard
ConversationsLearn more about navigating the Conversations mailbox feature
Creating and Customizing List ViewsFind out how to create list views with predefined filters and customized field columns
Searching in your Expiration Reminder AccountFind out how to search for expirations and contacts, and how to filter your searches for streamlined organization
TagsHow to create a Tag and where to apply them
Location ViewsFind out how to see locations in a list view
SCIMSystem for Cross-domain Identity Management
Creating a Document RetentionLearn more about creating document retentions to keep your Expiration Items tidy and maintained for effeciency.