ClientBase Help

OK, in the last post, we created the batched reminder, so now we need to use it! Your client walks, surfs, or calls in to inquire about a trip. Of course you get the basic information from the client for the profile and now you immediately create a Res Card. At bare minimum you want to capture the essence of the trip.  FALL 2009 TRIP TO DISNEYWORLD.

Now, up in the right corner, you will see the REMINDER icon. If you click on the arrow, you will have your choice to create a SINGLE REMINDER or BATCHED REMINDERS.  Select BATCHED REMINDERS.

Now you will see a list of all of the different “batches” you have created. Let’s select the TEST one that we created last time. Click OK.  Now, you will see a screen with all the reminders associated with that batch. It is in this screen that you can individually change each reminder. Maybe you want to skip a second contact or move the date forward or back a little.  You can change it all right here–but the changes are only for THESE reminders and have no affect on the batch itself for future res cards.

And now, click CREATE REMINDERS and you are all set.

CAUTION: Remember that if you selected to be reminded, you will have pop up reminders for all due transactions. These are not recommended for groups. Also, unless you are good at time management and keeping up with your tasks and todo lists, this can be overwhelming.

Related posts:

1. Reminders All At Once
2. New Res Cards EVERY Time
3. Saving Time With Res Cards
4. Tracking A Reservation’s Cycle
5. One Of Those “Duh” Reminders