Difference between revisions of "17 Reminders"
From TrueERP wiki
Simon Clive (Talk | contribs) |
Simon Clive (Talk | contribs) |
||
| Line 1: | Line 1: | ||
Reminders | Reminders | ||
| − | + | Do you know how to set your reminders within ERP? | |
These are a great way of adding reminder prompts and actions for yourself. | These are a great way of adding reminder prompts and actions for yourself. | ||
Days in Advance for Reminder to Appear | Days in Advance for Reminder to Appear | ||
| − | + | From the list displayed select the items that you wish to be reminded of and the number of days advance warning | |
| − | + | that you require for the reminded activity | |
| − | + | ||
| − | + | ||
| − | + | ||
Don't Show Reminders after days overdue | Don't Show Reminders after days overdue | ||
| − | + | Hide reminders that have not been completed after a selected number of days. This is generally not good practice. | |
| − | + | In most cases it is preferable that a reminder should either be flagged as completed or rescheduled to a future date. | |
| − | + | ||
| − | + | ||
Popup Reminders | Popup Reminders | ||
| Line 39: | Line 34: | ||
Date To Do By is when the task or action is to be completed by. | Date To Do By is when the task or action is to be completed by. | ||
Description would describe the task or action required to be completed. | Description would describe the task or action required to be completed. | ||
| − | + | Result will create a time line of feed back notes from both the "For Employee" and the "Created By" person. | |
| − | + | ||
Revision as of 11:36, 29 June 2011
Reminders
Do you know how to set your reminders within ERP?
These are a great way of adding reminder prompts and actions for yourself.
Days in Advance for Reminder to Appear From the list displayed select the items that you wish to be reminded of and the number of days advance warning that you require for the reminded activity
Don't Show Reminders after days overdue Hide reminders that have not been completed after a selected number of days. This is generally not good practice. In most cases it is preferable that a reminder should either be flagged as completed or rescheduled to a future date.
Popup Reminders Turn on popup reminders for the selected items. If not selected, reminders are still allowed and will display in the reminders list, but will not display in the popup window.
The following items can be selected for the pop up window To Do's Marketing Followup Messages
Employee To do's
These are a great way of adding reminder prompts for either yourself or other employees to do actions and tasks.
Select the Employee module button Click on the "To Do" button.
Date created is the date that the "To Do" was entered. For Employee refers to whom you wish the "To Do" for. Created By is whom the task or action is to be performed for. Date To Do By is when the task or action is to be completed by. Description would describe the task or action required to be completed. Result will create a time line of feed back notes from both the "For Employee" and the "Created By" person.
