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Set Up Reminder Messages

Use the Messages tab of your Reminders editor to create and edit the messages you send via email, text message. and telephone.

How to Get Here

Home Ribbon Bar - Editors > Integrations > Reminders. (You can also search for the editor you want to work with.) After selecting the editor to open, enter your Edge user name and password. Only operators assigned to a security model that allows full access to the Edge Reminder Editor settings of the General Administration group can open this editor. See "Set Up Security Access" for details.

Setup

Select Edge Reminders - Choose the Edge Reminders plug in, and be sure the Active option is enabled.

Open Messages Options - Click to open the Messages tab.

Edit Existing Message - If you want to edit a message that has already been created, select it from the dropdown list.

Create a New Message - If you want to create a new message, click New,

Message Details - After choosing an existing message to work with or creating a new message, you can enter the output type, email template, and message text and variables.

Inactivate message - Select the message to work with, and click Delete. Although the message is not deleted from your system, it will no longer be available for new reminders.

Save your changes - Click Save in your Quick Access toolbar, or press Ctrl+S on your keyboard to save the changes you have made.

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