Difference between revisions of "Print Reminders"
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| − | + | <h2> Overview </h2> | |
| + | <p>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. | ||
| + | </p><p><b>How to Print Reminders</b> | ||
| + | </p> | ||
| + | <ul><li>Select<b> Marketing</b> Tab | ||
| + | </li><li>Select<b> Print Reminders</b> button | ||
| + | </li><li>Select the <b>Date Range</b> required | ||
| + | </li><li>Select <b>Employee</b> from the drop down list | ||
| + | </li><li>Indicate if you wish to print <b>History Notes</b> as well | ||
| + | </li><li>Select <b>Print</b> or <b>Preview</b> buttons | ||
| + | </li></ul> | ||
Latest revision as of 13:56, 2 March 2011
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
