HearAid Version 5.0

Recalls

Recalls

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Recalls

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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:

RecallsToolbar

 

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:

Recalls

 

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