Contents - Index

Actions center and reminders

This list shows you all actions that currently exist and are due for action within the dates set.  If Front Counter is installed click the Action center button on the Customer Accounts page of Front Counter to activate the form.

To change which actions are listed check the relevant Status button or change the date to widen, or narrow, the scope of your inquiry. 

If a customer's action has not been renewed, or you don't think there is any point in sending them reminders of what is going on, delete, or close, the record. Highlight the relevant registration and click Actions.

Reminder notices may be emailed from this list..

To do so highlight the relevant item and click Email.  The email form displays.  If you have previously emailed anything from this list the contents of the last message shows. If you replace it the new one shows until you replace it. Provided the Retain message box is checked.

If the customer does not, yet, have an email address click Customer while the correct customer registration is highlighted.  The customer's maintenance form displays for that customer.  Add the email address.  Once you have done that, every time you activate the email form the customer's email address shows in the To: field.