Contact management > Keeping in touch with your contacts > Reminders
Reminders
The reminders enables you to keep details of all the phone calls you and your contacts make to each other, and any other type of correspondence.
For example, let’s say that you call customer A regarding an overdue invoice. You could create a log entry that records the date of the phone call, a summary of the outcome, and the date you will want to recontact them by if their invoice is still outstanding.
When a customer or vendor calls, you can use the entry to retrieve a complete history of your business relationship with that contact.
Automatic reminders
You can choose to automatically create reminders each time you record a sale, purchase, or banking transaction. The reminders contain basic information about the transaction, such as the invoice number, check number, and the amount. See the procedure below.
note : Your company file’s size may increase significantly
If you record many transactions and choose to automatically create reminders for them, the size of your company file may increase significantly. If the company file size becomes an issue, you can purge old reminders and other data. For more information about purging information, see ‘Purging information that is no longer needed’.
Calendar Event
[Mac only] If you use Calendar to plan your day-to-day activities, you can publish reminders in Calendar. This enables you to keep all reminders in one application. For more information, see ‘Publishing to Calendar’.
To view reminders
1
Go to the Card File command center and click Reminders. The Reminders window appears.
2
Select View Reminders without a Card selected to view all reminders. You can also view reminders entered for a specific card by selecting Card then the arrow. From the Select From List window, select the contact for whom you want to view the reminders.
3
If you want to view or edit the detail of existing reminders, select the entry and click Edit.
To create reminders
1
Go to the Card File command center and click Reminders. The Reminders window appears.
2
From the Name list, select the contact for whom you want to create a log entry, and click Use Card.
3
Click New. The Enter Reminder window appears.
4
Complete the detailed information in this window as described in the table below.
Card
The name of the contact.
Contact
Type the name of the person that is associated with this entry. For example, you can record the name of the person you spoke to on the phone.
If you have specified a contact person in the contact’s card, you can click the down-arrow to choose that person.
Date
Type the date you spoke or wrote to the contact. If you are simply entering an appointment or reminder, you can enter today’s date.
Notes
Enter any information you want to save about the conversation or follow-up.
Elapsed Time
If you want to record the time you spend speaking to the contact, or working on a particular task related to the entry, type the time in hours and minutes. For example, if you spend 15 minutes, enter 15. If you spend 1 hour and 15 minutes, enter 1:15.
Reminder Date
If you want to be reminded to follow up the contact, type or select the date you want to be reminded to recontact them. The reminder will appear in the Reminder tab of the To Do List on this date.
Create Reminder
Select this option if you want to add a To Do entry in the Calendar To Do panel for this reminder.
Note that if you do not enter a date in Reminder Date field, the To Do entry will appear in Calendar Reminderson the date in the Date field.
Log
View all log entries for the selected contact.
New
Record the current log entry and create a new entry for this or another contact.
To automatically create reminder entries
1
Go to the Setup menu and choose Preferences. The Preferences window appears.
2
Click the Banking tab.
3
To create an automatic reminder for each payment you record, select the Make Reminder for Every Check option.
4
To create an automatic reminder for each receipt you record, select the Make Reminder for Every Deposit option.
5
Click the Sales tab.
6
To create an automatic reminder for each sale you record (including quotes and orders), select the Make a Reminder for Every Sale option.
7
Click the Purchases tab.
8
To create an automatic reminder for each purchase you record (including quotes and orders), select the Make a Reminder for Every Purchase option.
9
Click OK to close the Preferences window.
Related topics
▪
Keeping in touch with your contacts
▪
Other ways to keep in touch
▪
Publishing to Calendar

More help options

Top of page