|
Recalls |
|
|
|
|
Recalls |
|
|
Recalls
|
Recalls |
|
|
|
|
Recalls |
|
|
The Recall form is used to store recall information. If you want to batch process Recall letters, use Quick Reports|Mail Merge|Recalls Due This Month
The Toolbar:
| • | Print Recall Letter will print a letter to the client. The content of the letter is contained in the Recall Code record |
The Work Area:
To Add an new record:
| 1. | Click on the Recall form |
| 2. | Press the Insert key on the keyboard, or click Insert New Record on the work area toolbar |
| 3. | Select a Recall Code from the drop-down list (Codes must have been entered in Lists|Recall Codes) |
| 4. | The Initiated date will default to today's date |
| 5. | Enter in Recall After the number of Days/Weeks/Months/Years after which you want to recall the client |
| 6. | Enter the Period |
| 7. | The Recall Due date will be calculated from the Recall After and Period entries |
| 8. | Enter a Comment if you need to. The comment is not printed in the standard letter |
| 9. | Press Ctrl+S on the keyboard, or click Save Changes on the work area toolbar |
To Edit an existing record:
| 1. | Click on the Form |
| 2. | Press Ctrl+Insert on the keyboard, or click Edit on the work area toolbar |
| 3. | Modify the details and press Ctrl+S on the keyboard, or click Save Changes on the work area toolbar |
| • | Once the client has been contacted, tick the Contacted box; if Recalls are batch processed this will be updated automatically |
| • | Custom Queries combined with Mail Merging can be used as an effective and less time-consuming approach to recalling clients |