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Reminders Manager

This Help File Page was last Modified on 09/18/2012

Reminders Manager

This Help File Page was last Modified on 09/18/2012

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Reminders Manager

This Help File Page was last Modified on 09/18/2012

Previous topic Next topic  
The Reminders Manager Form provides a dialog for entering, updating and completing Reminder Items for any User, any type of account and/or any specific Prospect or Subscriber within any Date Range required.
To use the Reminders Manager, on the Main Menu Select Maintenance and Choose Reminders Manager.

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Reminders Form showing defaults and open Reminder record

 

Reminders Manager dialog

 

Selecting the Reminders to be listed - Depending on how the Reminders Form was opened, some or all of these options may be User definable.
User - By default, it will be All Users.
You may use the Drop-Down Selection List to Select the Employee whose Reminders will be listed.
For - All record types will be the default.
Alternately, you may use the Drop-Down Selection List to Select the Subscriber or Prospect record type.
Name - If, instead of All, the the Subscriber or Prospect record type is chosen, you may Click the Search Icon to the right of the Name field to Choose a specific Subscriber or Prospect.
From - Enter the starting date of the Reminders you want listed using the Drop-Down Date Selection Box provided.
To - Enter the ending date of the Reminders you want listed using the Drop-Down Date Selection Box provided.

 

The Reminders Manager Form action buttons provide access to its functions.  Each are explained below:

 

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Reminders Form action buttons

 

New - Click the New button to open the Reminder Item dialog (shown below) to create a new Reminder.
Edit - Click on a specific Reminders Manager line item then Click Edit to update the information on the Reminder Item Form.
Complete - Click on a specific Reminders Manager line item then Click Complete (see above) by selecting a Resolution and Close Date on the Reminder Item Form.
ReSchedule - Click on a specific Reminders Manager line item then Click Reschedule to open the Reschedule Item Form.
On the Reschedule Item Form, use the Date Selection Box to reset when this existing Reminder Item is due.
Click the appropriate Date to be Reschedule on the Reschedule Item Form.
Click OK to record the change.

 

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   Reschedule Items Form

 

Print - The Reminders Report is printed by Clicking the Print button on this Reminders Manager Form, or on the Reminders Form, and as a Reports Menu Selection offering many user selectable Report Options.
Note: See the Reminders Report chapter for important and detailed information about printing a list of Reminders.
Click the Print button on the Reminders Manager Form to View or Print the selected Reminders list.

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Reminders Report

Close - Exit from this Reminders Form.