Reminder Items

This Help File Page was last Modified on 01/06/2018

<< Click to Display Table of Contents >>

Navigation:  Accounts Receivable System - The Receivables Module > Receivables - Other Maintenance Options > Reminders >

Reminder Items

This Help File Page was last Modified on 01/06/2018

Reminder Items - From the Reminders Form, a User may add a New Reminder Item, Edit an existing Reminder Item, and Complete them when appropriate.

The available Action buttons on the Reminders Form are:

 

HelpFilesRemindersButtons

Reminders Form - Action buttons
 

The Reminder Items Form, is displayed when one of the first three options are selected on the Reminders Form:

New - Click the New button to open the Reminder Item dialog (shown below) to create a new Reminder Item.

Note: Based on where this Reminder Item Form was accessed, that determine the defaults and which fields may, or may not be modified.

 

HelpFilesRemindersItem

 Reminder Item documenting a Service follow up

 

User - By default, this will be the currently logged in User name.

Use the Drop-Down Selection List to Choose a different User name, if appropriate.

and - By default, will be the type of Form (Subscribers or Prospect) currently displayed.

If no Form (Subscribers or Prospect) is currently displayed, use the Drop-Down Selection List to Choose either Subscriber or Prospect.

=  By default, will be the Name of the currently displayed Subscribers or Prospect.

If no Form (Subscribers or Prospect) is currently displayed, Click the Search Icon to open the Subscriber (Prospect) Search dialog.

Choose the appropriate Subscribers or Prospect record.

Date - By default, today's date.

Alternately, use the Drop-Down Calendar/Date Entry field provided to Choose a different Date.

a)Click on the Date field and type the desired Date using a MM/DD/YYYY format; or

b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date

Priority - By default, the number 5, but using the Drop-Down Selection List, a number from 1 - 9 may be selected.

Type - Use the Drop-Down Selection List to Select the Type of Reminder Item this will be.

Note - Read the Description (and/or the Subscribers or Prospect Comments area) for instructions.

Call - Telephone this Account.

Meeting - Attend a meeting - Read the Description (and/or the Subscribers or Prospect Comments area) for instructions.

To Do - You have to do this now - Read the Description (and/or the Subscribers or Prospect Comments area) for instructions.

Mediate - Read the Description (and/or the Subscribers or Prospect Comments area) for instructions.

Description - Enter a brief description of why this Reminder Item was created.

Resolution - Displayed but Not available when entering a New Reminder Item.

Close Date - Displayed but Not available when entering a New Reminder Item.

Post - Click the Post button to save the entry or Cancel to abort the entry.

 

Edit - Click on a specific Reminders line item, then Click Edit to update the information on the Reminder Item Form. as described above.

Post - Click the Post button to save the entry or Cancel to abort the entry.

 

Complete - Click on a specific Reminders line item then Click Complete (see above) by selecting a Resolution and Close Date on the Reminder Item Form.

 

HelpFilesRemindersClosed

Completed Reminder Item

 

Resolution - Using the Drop-Down Selection List providedSelect a Resolution from the list (explained below) of the Reminder Resolutions.  

a.Completed - No more action is required by this User.

b.Rescheduled - Another Reminder Item has been created for further follow up.

c.Note - See this Note for why no more action is required by this User.

d.Sold - Prospect/Subscriber has been sold and requires no more follow up by the Salesperson

e.Collected - Accounts Receivable Department has received Payment.

f.Sent to Collection - Accounts Receivable Department has determined this Past Due Account is not collectable using in-house procedures.

g.Left Message - See the Subscriber's Comments for reason no more action is required by this User.

Close Date - Use the Drop-Down Calendar/Date Entry field to enter the Close Date which identifies when this Reminder was resolved.

a)Click on the Date field and type the desired Date using a MM/DD/YYYY format; or

b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Date

Post - Click the Post button to save the entry or Cancel to abort the entry.