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Using Follow-up Needed Reminders

Article ID: 729
Last updated: 07 Mar, 2010

Using Follow-Up Needed Reminders:

  1. To create a reminder, select a Followup Needed communication from the Description drop-down.

  2. The User drop-down becomes important when Followup Needed communications are created.  When you create a Followup Needed, the system will record it and create a reminder that appears on the Main Menu screen when you login.  To set a reminder for yourself, select your name from the User drop-down. To set it for someone else, select that person’s name from the User drop-down.  Reminders can be set for only one user at a time, so if you wish to set a reminder for multiple users, you must create multiple Followup Needed communications. 

  3. The Date field is when you want that reminder to appear. If you enter a future date for a reminder, it will appear on the Main Menu page on the day that you selected.

  4. You can a delete a Followup Needed Reminder from your Main Menu screen by deleting it from the specified contact’s record screen, by setting the date ahead of the current day, or by changing the communication Description something other than Followup Needed Reminder.

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Article ID: 729
Last updated: 07 Mar, 2010
Revision: 1
Views: 352