Search, reminders and notification handling

Where to click

Use these menu paths first, then complete the action from the screen you open.

Exact steps

1. Use the top bar search when you need to jump quickly to records, menus or workflow items.
2. Open the Reminders area when you need to check scheduled follow-up items.
3. Open the Notifications or alert area when you need to review system-driven updates.
4. Use notes and reminder tools against the relevant record so follow-up stays attached to the correct client, task, property or workflow item.
5. Clear or complete reminders only after the related action has actually been handled.

What this feature does

• Global search is exposed through the Misc controller search action.
• Reminder creation, editing, deletion and listing are verified in the admin utilities flow.
• Notifications can be marked individually or all at once from the verified controller actions.
• Inline note creation, editing and deletion are available in the admin utility layer.
• Recent-search removal is supported in the audited misc actions.

What to do next

• For deeper operational follow-up, pair reminders with Tasks, Projects or Support tickets rather than using reminders as a substitute for workflow ownership.
• If your team handles high volumes of messages, also review the MailboxAI guides.

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