The one thing your Client values most is being kept up-to-date
on the activity of its cases! The Baja Tracking has been created
with your Clients in mind. We have included a special tool
called a Reminder, which you will see at the bottom of the
Tracking screen. If you wish to use this great tool, click
on the number of days between each update to your client,
click the reset button and the next update date will appear
and a check will appear in the reminder box. We'll go over
the use of this data later!
Before we begin with update notes to your Client/Collector,
let us tell you some of the options you have. The Tracking
Templates can be altered, deleted or added with your own verbiage
by clicking on File, System Setup and opening the Tracking
Template Tab. The Tracking Code itself can also be altered
to meet your needs by Clicking on File, System Setup and opening
the Codes Tab. To make changes, use the drop down for category
and choose Tracking Code. This will open up a box containing
each Code. Click on the line you wish to change and it will
appear in the description box (Desc.). Type in your change
and click update. If you wish to delete a line, click on that
line and click the delete button. We attempt to make Baja
a flexible tool that you can "tweak" to meet your
specific company needs.
In order to send your Client/Collector an update you will
click on the Add button to the right of the screen which will
open a box for notes you want to include in your update. The
date will default to current date. The drop down includes
notes we have set up in the Tracking Template of your System
Set-up window. The Tracking Template allows you to add your
own notes in addition to what automatically appears. You can
either print your update as a fax or e-mail it to your Collector.
Click add. Your notes will appear in the tracking window.
It will be noted who entered the notes based on who logged
onto Baja during this session.