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Most reminders are customer related (call backs,
delayed order fulfillment, collection notices etc). You can set
yourself up as a customer too if you want reminders scheduled for
miscellaneous tasks. To set up reminders just go to the Customer
screen and enter a contact. To do so click the Find Customer icon 
on the toolbar. Type the customer's name (and any other
information you want to search on) and click the Search
button.
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If the customer appears in the list simply double
click the account to open it. Otherwise, click the Add Customer
button on the Search window or press Alt-A. A new account will be created,
already populated with the search information you entered.
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Whether you find, or add the customer creating a
new contact works the same way. Click the New Contact
button, or press Alt-C.
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In the Contact Log's Action field select any
field you wish from the pulldown list. However, you should
avoid using actions you have reserved for other purposes - like
the Send Catalog, or Send Birthday Card actions we made use of in
earlier tips. (Tip: You can select an
item in the list by typing the beginning of its name. You can even
enter anything you wish by simply typing it and pressing the
Tab key).
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In the Notes field enter any text you would
like printed on the reminder report.
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Next, enter a Tickle Date. This is the date
on which you would like to be reminded to perform the task.
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Select your Operator ID from the
pulldown.
This tags the contact to you so you won't have to pick yours out
of a list of others. You should enter your ID even if you are the
only person using the system since the report we will use pulls by
Operator ID.
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Click OK to save the contact. If you are
entering multiple accounts go back to step 1. When you are ready
to print the reminder report go to the next step.
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Each morning you can run the Tickler
report included in Mailware's Report Center. Locate and run report
R3180 Ticklers for Date Range.
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When prompted you can enter a date range or simply press Enter at each
prompt for today’s date. The date range selects on the Tickle
Date you entered in the contact (Note: In order to
catch previous unclosed ticklers, we recommend entering a start
date of 1/1/1900 and an end date of TODAY.
A preview of the report will appear which
you can send to your printer by clicking the print icon 
.
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The report is sorted by Operator ID so you can
take just your section and work it. Task are then sorted by Tickle
Date, then customer name. Each entry lists the customer's
information, the action to be taken and any notes you entered into
the log. As you complete tasks you should delete the Tickle Date
for the contact (search for the customer then click on the Contact
tab. Double click the contact to edit it and delete the Tickle
Date). This will prevent the contact from appearing on the
next day's report.
(Advanced Tip: The report pulls all
actions by default. You can deselect certain action types using
the Filter function in the Define Search tab of the report
writer. For example, to deselect Send Catalog actions double click
the StatusFlag column. In the dialog that opens select
Is Not Equal To in the pulldown under the Filter 1 of 5
column. In the next field enter Send Catalog with an
uppercase S and C. Click OK to save the changes, and choose
File>Save from the text menu to save the report. Preview
the report and Send Catalog actions will be excluded. You can
repeat the steps above for additional actions by listing them in
the additional fields below Is Not Equal To. If you need to filter
more than 5 actions, you can enter up to 4 more filters of 5
fields each below the current one. Press the Red Down Arrow
on the dialog to move to the next filter in the column.)
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