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.
Open the Reminder window.
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.
Creating Reminders Manually
Creating Reminders Automatically
Setting Up Reminder Terms
Setting Up Reminder Levels
Setting Up Reminder Texts
Reminding Customers with Statements