Now, let's take a look at the Reminder Tool. When you enter
your first Tracking note (client update) for a Case, we suggest
that you enter the number of days between each update required
by your Client in the field at the bottom of the tracking
screen. Once you click on the Reset button to the left of
that field a check mark will appear in the Reminder box. You
have now set this case to appear on the Reminder list.
The next step is to click on the white circle icon at the
top of your Baja screen that looks (vaguely) like a clock.
This is your Reminder button. This will open a large window
called Reminders. Using the dropdown for the Agent field choose
the agent whose cases you wish to update. You must then choose
the date you want to check. Click the Search button and the
cases requiring updates from that agent will appear.
One by one, you simply double-click on each case, enter and
add your tracking and reset the date for the next update to
the Client/Collector. After you complete the entry, click
Update as always and then close that case. You will then find
yourself back at the Reminder liist. If you click the Search
button after each case, the cases will drop off the list as
you coomplete your updates.
If you wish to use this great tool, enter the number of days
between updates required by your client, click the reseet
button and the next update date willl appear and the reminder
box will be checked.
NOTE: You may also enter the number of days on the general
tab of the Client Folder and it will automatically be entered
for each new case you create.