Default account when creating Reminder Records

mward3922's Avatar

mward3922

25 Sep, 2024 08:44 PM

When creating a new Transaction Reminder, the Account defaults to the first Account in the Account List. Can the default Reminder Account be configured by either an option on the account data or in the program configuration.. The reason for this is that is is too easy to miss the default account and set up the reminder incorrectly.

  1. 1 Posted by Stuart Beesley ... on 25 Sep, 2024 09:24 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I’ve created a “** INVALID **” account that appears first in the list so that it defaults for everything. Then it’s easy to spot.

  2. 2 Posted by mward3922 on 26 Sep, 2024 08:40 AM

    mward3922's Avatar

    Stuart,

    Thank you. A nice and easy solution. I only wish I had thought of it first!

  3. System closed this discussion on 26 Dec, 2024 08:40 AM.

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