Navigation: Accounts Receivable System > 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:

 

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.

 

 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.

 

Completed Reminder Item

 

✓Resolution - Using the Drop-Down Selection List provided, Select 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.