| □ | Once you have been given a Reminder, and (hopefully) completed the task described in the Reminder, you must Post a Reminder Resolution and Close Date. |
To Complete a Reminder Item - Select a Resolution & Close Date
| • | To define these Reminder Resolutions, on the Main Menu Select Maintenance and Choose the Reminders Maintenance sub-menu, and then Click Reminder Resolutions. |
Reminder Resolutions Form
| • | This Reminder Resolutions Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out. |
| • | Navigation Menu - The Navigation Menu is located at the top of the Reminder Resolutions Form. |
| • | This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions. |
| • | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Reminder Resolutions Form. |
| • | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Reminder Resolutions is accessible by Clicking the Table View tab at the bottom of the Reminder Resolutions Form. |
| • | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |
| • | To display a specific Reminder Resolution record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter). |
Reminder Resolutions Form - with Table View tab Pinned Open
| ▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
| ▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
| • | There are two columns of data in this Reminder Resolutions Record Listing: |
| 1) | Resolution ID - The record ID assigned by the system when the Reminder Resolution entry is originally saved. |
| 2) | Description - The actual explanation of the Reminder Resolution. |
| • | Each column's Header Name describes the data contained in that column. |
| ▪ | Clicking on a Header Name will set the order in which the Reminder Resolutions will be listed. |
| ▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |
| ▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
| • | To define the Reminder Resolutions which will be used to identify how a Reminder was completed: |
| • | Click the  Icon to start the Reminder Resolution entry in the Record Editing section. |
| • | ID - This is the system assigned record number which is inserted automatically when the Reminder Resolution record is initially saved. |
| • | Description - Enter a brief Description for this Reminder Resolution entry. |
| ▪ | By default, there are seven Reminder Resolution already defined: |
| 1) | Completed - a default - No more action is required by this User. |
| 2) | Rescheduled - a default - Another Reminder Item has been created for further follow-up. |
| 3) | Note - a default - See the Note for why no more action is required by this User. |
| 4) | Sold - User Defined (if desired) - Prospect has been sold and requires no more follow-up by the Salesman. |
| 5) | Collected - User Defined (if desired) - Accounts Receivable Department has received Payment. |
| 6) | Sent to Collection - User Defined (if desired) - Accounts Receivable Department has determined this Past Due Account is uncollectible using in-house procedures. |
| 7) | Left Message - User Defined (if desired) - See the Subscriber's Comments for reason no more action is required by this User.. |
| ▪ | Additional Reminder Resolutions may be defined. |
| ▪ | The Description may up to 40 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks. |
| • | Click the  Icon to record this Reminder Resolution entry. |
| ▪ | The system will assign an ID. |
| • | Repeat this process to add additional Reminder Resolutions. |
| □ | Using the Special Functions on the Navigation Menu at the top of the Reminder Resolutions Form: |
| • | Print - Click the Print Icon to View and/or Print a list of the Reminder Resolutions. |
| • | Yes - Click the Yes button to View a copy of the report. |
| • | No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File. |
| • | Cancel - Click the Cancel button to close this Print question and return to the Form. |
| • | Search - Click the Search Icon to open the Search Reminder Resolutions dialog. |
Search dialog
| • | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |
