Difference between revisions of "Create a reminder"
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− | + | Follow-up reminders may be specified for any communication history item which will display as a Reminder in the Task List on the designated date. | |
− | + | Follow-Ups may be designated for another staff member to complete by selecting the desired Rep on the Follow-Up entry. | |
− | + | ||
− | + | [[File:Member Management-Create a reminder-MemberManagement.1.61.1.jpg]] | |
− | + | ===Add a Follow-up to an existing entry=== | |
− | + | #Find the desired communication that requires a follow-up on the members’ Communication tab. | |
− | + | #If no follow-up entries currently exist, click add follow-up in the Follow-up column on the Communication tab. If follow-ups entries already exist for an item, click the title of the desired event, then click Add a New Follow-up Entry. | |
− | + | #:[[File:MemberManagement.1.60.2.jpg|framed|none|Add a follow-up]] | |
− | + | #Complete the New Follow-Up Entry screen fields. | |
− | + | #Click Save & Exit. | |
− | + | #:[[File:MemberManagement.1.60.3.jpg|framed|none|New Follow-Up Entry]] | |
− | + | ===Create new entry and follow-up at the same time=== | |
− | + | #On the Communication tab, click Notes and Follow-Up from the New Communication drop-down menu. | |
− | + | #:[[File:MemberManagement.1.60.4.jpg|framed|none|Select Notes and Follow-UP]] | |
− | + | #Complete the New Correspondence Entry window. | |
− | + | #:[[File:MemberManagement.1.60.5.jpg|framed|none|Create an entry and follow-up at the same time]] | |
− | + | #Click Save. | |
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Latest revision as of 16:59, 30 October 2015
Follow-up reminders may be specified for any communication history item which will display as a Reminder in the Task List on the designated date. Follow-Ups may be designated for another staff member to complete by selecting the desired Rep on the Follow-Up entry.
Add a Follow-up to an existing entry
- Find the desired communication that requires a follow-up on the members’ Communication tab.
- If no follow-up entries currently exist, click add follow-up in the Follow-up column on the Communication tab. If follow-ups entries already exist for an item, click the title of the desired event, then click Add a New Follow-up Entry.
- Complete the New Follow-Up Entry screen fields.
- Click Save & Exit.
Create new entry and follow-up at the same time
- On the Communication tab, click Notes and Follow-Up from the New Communication drop-down menu.
- Complete the New Correspondence Entry window.
- Click Save.