Creating Reminders

In the program, a reminder is similar to an invoice. When you create a reminder, you must fill in a reminder header and one or more reminder lines. You can fill in a header manually and have the program fill in the lines, or you can have the program create reminders for all customers automatically.

To Create Reminders:

  1. Open the Reminder window.

  2. Fill in the fields with the relevant information. For Help about a specific field, click the field and press F1.

If a customer is also recorded as a contact in the Relationship Management application area, and if you have specified an interaction template code for reminders in the Relationship Management Setup window, when you click Print to print the reminder, the program automatically records an interaction in the Interaction Log Entry table.

Related Topics

Creating Reminders Manually

Creating Reminders Automatically

Setting Up Reminder Terms

Setting Up Reminder Levels

Setting Up Reminder Texts

Reminding Customers with Statements