The reminder log enables you to keep a detailed log 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 log entry to retrieve a complete history of your business relationship with that contact.
You can choose to automatically create log entries each time you record a sale, purchase, or banking transaction. The log entry contains basic information about the transaction, such as the invoice number, check number, and the amount. See the procedure below.
If you record many transactions and choose to automatically create log entries for them, the size of your company file may increase significantly. If the company file size becomes an issue, you can purge old log entries and other data. For more information about purging information, see ‘Purging information that is no longer needed’.
[Mac only] If you use iCal to plan your day-to-day activities, you can publish reminders in iCal. This enables you to keep all reminders in one application. For more information, see ‘Publishing to iCal’.
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From the Name list, select the contact for whom you want to view the log.
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If you want to view or edit the detail of an existing log entry, select the entry and click Edit.
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Complete the Reminder Log Entry window as described in the table below.
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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.
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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.
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Enter any information you want to save about the conversation or follow-up.
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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.
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Reminder Date
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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.
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Publish to iCal
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Note that if you do not enter a date in Reminder Date field, the To Do entry will appear in iCal on the date in the Date field.
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Record the current log entry and create a new entry for this or another contact.
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Click the Banking tab.
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To create an automatic log entry for each payment you record, select the Make Reminder Log Entry for Every Check option.
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To create an automatic log entry for each receipt you record, select the Make Reminder Log Entry for Every Deposit option.
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Click the Sales tab.
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To create an automatic log entry for each sale you record (including quotes and orders), select the Make Reminder Log Entry for Every Sale option.
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Click the Purchases tab.
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To create an automatic log entry for each purchase you record (including quotes and orders), select the Make Reminder Log Entry for Every Purchase option.
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