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10.5. Viewing reminders against a record
Each Primary Record includes a dedicated Reminders page that allows you to easily view and manage all reminders associated with that record. This provides a complete history of actions taken and tasks still outstanding.
Having both incomplete and completed reminders visible directly on the record ensures you always have the full picture. It helps you stay organised, maintain consistent follow-up, and provides clarity on what has already been done - and what still needs attention.
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