Has anyone had trouble using AR Reminder Letter Generation in 10.2? I have used this function many times with other versions but for some reason, cannot get it to work on a new site that implemented with 10.2.
I was wondering if someone had a little more detail on the remind letter generation process. The Epicor help is a little limited. I am wondering why for a customer it is generating three separate letters. I have four sequences, but would have through all the invoices would have shown up on the final sequence, but it only seems to be displaying the invoices that are past due in each sequence rather than displaying an entire customer statement.
The reason why one customer might get all 3 reminders in the same time is because the reminder group was left with default settings i.e. date offset on the reminder group main window is due date and not last reminder.
I have actually abandoned using reminder letters and just use the customer statement process. I change the statement slightly to include due dates and other fields and run in one day forward for both start and stop. This makes it an open statement as of now rather than a bank reconciliation statement showing their change over the period.
I never really dived deep into Tasks, because I run Things 3 as my task manager. It is paid for software, no subscription. Not cheap, but with one of the most innovative interfaces I ever encountered in the Apple ecosystem, and focused on task management. Reminders were just a way to bring up a note and make me perform an action on it. As I said, could do the same with tasks.
I used Things 3 for a while. It was fine but it never really resonated with me. I liked Todoist better but then moved completely into Tasks once recurring tasks were added. Tasks work for me and I happily dropped the Todoist subscription.
Hmmm, I also use reminders, although perhaps not as intended. I generally set an EXPIRE tag and a reminder on a note to delete it in the future (and find it with search). Doing this with tasks is possible but it adds a bunch of items to my task list that I don't need to be looking at.
As a now-retired paralegal, I've used Evernote since 2013 and over these many years use, it now runs about everything in my life and I've built up many notes/notebooks. The REMINDERS function is the very backbone of the system. Without it, Evernote has become (for me) essentially useless. It would be impossible to keep on top of items which need attention today and in the future -- including those items which were originally scheduled for yesterday (or even before then) that time did not permit me to get to in a timely fashion. Without the ability to set a REMINDER for an issue which may occur in the future (whether tomorrow or 6 months from now), I might as well place sticky-notes all over my monitor/bathroom mirror/refrigerator and carry a pencil & paper around with me.
Catrina, I sympathize with you. I too have been using the reminder function in Evernote to implement GTD for several years. I found that when the task function was introduced, it was too limited. I suspect I could completely overhaul my use model for Evernote to make it work, but not without a significant effort.
I mainly use the Windows version, but relied on the iOS app on my iPhone and iPad. One temporary workaround I found was to launch Evernote in a browser. A bit of a challenge even on my iPhone 15, but workable on my iPad. I hope this approach might work on your Android.
Thanks Gordon, that sounds like a good interim workaround for when I'm using the app on my phone. When I'm on my laptop, I'm using the Windows Desktop version (which still has the Reminders functionality -- at least as of today!). Recently, I've debated about ditching Evernote for a competitor, which seems labor intensive -- so I've procrastinated. I'm hoping against hope that I won't have to switch and that the powers running Evernote will come to their senses. Unfortunately, guess we'll see if things continue to worsen.
I found that I can view the web version on my iPhone, but on the iPad when I attempt it using the same browser, I am forced into the iOS version. This is strange as there is much more screen real estate on the iPad compared to the iPhone. Go figure ?.
There is a method I have found that makes the iOS version not so horrible when it comes to reminders. The first step is to have all notes with reminders in a separate notebook (I call mine Action). Then on both the iPhone and the iPad I use the "Manage offline notebooks" to designate my Action notebook for offline access. On the desktop I use the sort by reminder to get things in the order I'm expecting. I also have a tag called Today for the desktop. Now I select the last note for the current day (I use the time to sequence the notes within the current day), hold down shift and click the first note for the current day. I toggle the Today tag, which forces an update to the date updated value. Now when I view my offline notebook on either the iPhone or iPad they all the ones for the current day appear at the top.
Thanks for the tip. I have been able to use it in desktop mode on both my iPhone 15 (with care) and easily on my iPad. It is made easier on the iPad with the Apple Pencil. Forgive my ignorance but, how do I choose desktop mode on my browser? Sometimes it seems to revert out of desktop mode.
I have several notes that are really checklists for actions I take on a recurring basis. Some happen daily, some weekly, etc. In each note there are several checklist items that are nested in detail. At the end of the action, say on a daily checklist, I select all the checklist items, reset the checkboxes back to empty, update the reminder date by one day and I'm ready to go. This would be tedious to set up and update using the task function. To my knowledge, tasks cannot be mass updated, and cannot be nested.
Hi everyone! So the solution is to dump Evernote and use another app? Amazing... I've tried to find the right settings in the app for hours before I found this thread. Since I use two different accounts (same IOS app though) and the reminders column shows in one of them (the one with personal plan) I thought I could fix it my self.
Have been using Evernote since 2013 and I really need the column with reminders, so frustrating. Working myself professionally with UX for 20 years and this way to just delete one of the most needed features... I have no words. Fix it now or you will loose another paying customer. And please - go for more user centric methods and TEST during developing! It's 2024.
Sadly, it would seem that there is NO solution unless Evernote fixes both the iOS and Android apps to again provide the ability to easily include REMINDERS as a column in the iOS/Android app's Note view screen, including the option to sort the REMINDERS in chronological order as to the REMINDERS' due date.
It would appear that Evernote is unconcerned that the workflow of many of its longterm users has been greatly impacted, including the real possibility of losing customers. Great way to do business ....
I have been trialling the Enterprise version and tweaking so I could fit under the 500MB/day limit (we're a startup, no way to shell out US$6k yet), and one of the things I was testing was a scheduled search for a dashboard.
Now that I've applied the free license to the indexer, I'd like to remove that nagging reminder that says "Search scheduler is disabled in Splunk Free, including scheduled searches used to fill summary indexes. Dashboards using summary indexes may not work."
it's true, unless the is 'search'. -- the "search" app ships application.js, and since the search app is itself shipped with the splunk server, an upgrade will clobber all changes to that particular application.js.
Thanks for sharing the screenshot! I've started a support ticket as this doesn't seem to be a product feature request as much as an issue, as it's working OK for you. I'll update my original post depending on the progress I make with Evernote support.
On my iPad... same version... I have no idea what it using for sorting. It is not reminder, created, or edited date. I see no reason for the order of my list. Since I run with about 150 reminders every day, completing between 50 and 60 each day, this makes my iPad useless which was very painful since, until this morning, the Mac version was also not being terribly helpful with reminders (the legacy version is rock solid).
Thanks for reporting this discrepancy! To confirm, we released Evernote for iOS 10.5 yesterday. Do reminders with the latest date still show at the bottom for you @david grant and @TonyLim after updating?
Thanks @AgnesP. Yes, the update helped a ton. The reminders are now ordered by due date, however, they are ordered in the inverse direction of what seems to make sense to me, with upcoming reminder dates at the bottom rather than at the top. I have to scroll for quite a while to get to today's reminders. Any chance this can be reversed, or provide a sorting option once again?
I appreciate the update. I know and trust Evernote will keep working to get things right, and I definitely appreciate the support of more "power-user" features. It keeps me here and keeps me recommending Evernote to others.
Im also having the inverted reminder issue. This happen suddenly last week on my iPhone but working fine on my iPad. I've opened a support ticket but was told by a Tech Support Specialist that it was normal and an expected behavior.
It's strange that asking to be able to display Reminders on iPhone, by the most current dates displaying first, is so difficult for the Evernote Team to provide, especially since this was available until recently. Why would anyone want to see a display that shows a far future Reminder (say scheduled 2 years out, in 2023) first on their display view? So, the Evernote Team (as they often do) have taken something that was working perfectly well before, and broken it. Could we please (please) request the Evernote Team to un-break this display, so we can see a Reminder display order on our iPhones with the most current due date FIRST? It would be greatly appreciated by many. You could also get innovative and actually give us an option to sort this display order either way (no, this is not difficult to provide). Thank you in advance. Meanwhile, I'll be also looking for other alternative apps, that try hard to give us the functionality and flexibility we need (and deserve, as customers). Thank you