Entering a Customer Reminder

Use the following procedure if you are working in Customer Maintenance, and you want to add a "reminder" for a particular account. For example, you might need to remind yourself to call the account on a particular day.

• To use this procedure, the alert option "Record 'Allow user-defined reminders' alerts" must be set to Yes in Options Configuration, and you must have security bit 675.

• The "Time" you set up for a particular reminder is for reference only. Only the date you indicate, and not the time, controls when the reminder is issued to the user.

Setting Up a Reminder for an Account

1. From the Customer Maintenance window, click GoTo, and then select "Enter Reminder."  

2. Fill in the reminder.  

3. Do one of the following:

4. Fill in the Alert Date and click OK. You are finished with this procedure. The reminder will display on the specified date.

or

1. Click "More" to create a more complex reminder. Continue with the rest of the procedure below.

4. If you clicked More, fill in the fields, and click OK. Click any of the following to see a definition of the field:

ReminderThe text you enter in this field will display at the designated date/time on the Alerts page of the Eagle Browser (the Alerts page displays when you click Alerts in the left pane of the Eagle Browser).

NotesThe information you enter in this field displays in the Notes field in the Alert Detail window (you access the Alert Detail window by clicking Alerts in the left pane of the Eagle Browser, and then clicking the reminder from the Alerts page that displays).

Users (up to 6)Select up to 6 users for whom you want the reminder to display.

ScheduleSelect how often you want the reminder to display.  You can select from the following frequencies:

One time
Daily
Weekly
Monthly
Repeating Advanced Schedule (a particular day of the week in a particular month, such as the third Thursday of August)

Alert DateEnter the date on which you want the reminder to display at the time you specified in the Alert Date field.  For example, if the reminder should display on January 31st, 2004, enter 013104 in this field.

TimeEnter the time you want to display along with the reminder in the Current Alerts page in Eagle Browser.  Keep in mind that reminders automatically display by date, not by time.  Thus, the time you enter in this field is for your reference only.  If you leave this field blank, the time defaults to 12:00am.

StoreMultistore users only.  Enter the store at which the reminder will display.

User Code (1-4)You can enter a code for this reminder in any of the four User Code fields.  You can use these codes for sorting purposes when using the Alerts Viewer.

5. When a confirmation box displays, click Finish if the reminder is set up the way you want it. Otherwise, click Back to make corrections.

6. Click OK.

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