Personal tools

Print Reminders

From TrueERP wiki

Jump to: navigation, search

Overview

Reminders are created whenever a follow-up is recorded against a Lead. An employee can view his own Reminders from the Reminders button at the bottom of the main screen. The Print Reminders screen allows an authorised person to print any Employees reminders.

How to Print Reminders

  • Select Marketing Tab
  • Select Print Reminders button
  • Select the Date Range required
  • Select Employee from the drop down list
  • Indicate if you wish to print History Notes as well
  • Select Print or Preview buttons