Reminders are the records of meetings and transactions you've had with customers, vendors, employees and personal contacts. If you make contact with many people, deleting (also known as purging) reminders may significantly reduce the size of your data file.
Recording Reminder for transactions is a preference. To check your preferences, go to Setup > Preferences > Banking, Sales and Purchases to review your selections. Reminders don't affect other accounting records, so you can purge as many reminder records as you want without worrying about your accounting information.
Print all the reports that show the reminder you'll be purging. You might want to consider printing a copy of the Reminders Report, which contains detailed information about all contacts
Make a backup of your data file
Open the Card File Module
From the File menu, choose 'Purge Reminders' to open the first Purge Reminders window
In the 'Purge Reminders Before' field, choose the first month from which you do NOT want to remove reminders. All reminders dated prior to the month you select will be marked for purging
In the Card Type field, choose to purge reminders for customers, vendors, employees or personal contacts only, or to purge reminders for all people and companies in the Card File
If you've assigned identifiers to people and companies in the Card File and wish to purge reminders for cards with the same identifier(s), enter the identifier(s) in the Identifiers field. We suggest you assign a common identifier (P for "purge" may be fitting) to each person or company whose reminders you routinely purge, so you can enter that identifier in this window
If you don't want to remove reminders that have reminder dates assigned to them, mark the 'Do Not Purge If Entry Has A Reminder Date' selection
Click the Continue button. Another Purge Reminders window will appear, listing all the people and companies in the Card File that match the criteria you entered in the first Purge Reminders window. A mark appears in the selection column at the left of every card whose reminders entries are marked to be purged
Click the field in the selection column to remove the mark for the cards whose reminders you don't want to purge
Click the Purge Reminders button. The reminders for the time frame you specified and for the people and companies you selected in this window are purged.