todo list/auto reminders

See Also: Calendar Window, Product Reminders

ToDo List

The To Do List is a place where you can store, a basic “To Do” List, a general window of notes and an “Auto Reminder Window” The To Do Window can be resized and repositioned anywhere on your screen. These settings will be remembered for future settings. . To do the To Do List all you need to do is click on the To Do icon located in the main toolbar. (Not allot To Do!)

To Do List

To Do List Information is entered by clicking in the field and typing. To insert an item, highlight the location you wish to insert into and click the Insert button. A blank line item will appear. To delete an item highlight the item you wish to delete and click the Delete button. The To Do List is printed with the Print button and is also included on all daily schedule print outs.

General Notes Click on the notes button to enter, print and edit notes. The notes area is virtually unlimited in length. Click the “Print” button to print the general notes. Note categories have a user description and are unlimited in number.

To create a new category, click on the New button and enter a unique description. Categories appear in alphabetical order. Click on a category description to view/edit notes for that category. Double click on a category to edit the category's description. To delete a category, click on the category you wish to delete to highlight it. With the category highlighted, click on the "Delete" button.

Notes are automatically saved as the view is changed or if the window is closed. There is also a right click for the category area that opens a popup menu to Delete, Edit or Print the current Note.

Auto Reminders

The auto reminder system let’s you setup when (or if) the program will remind you of birthdays, anniversaries, other dates to remember, callbacks and all other appointments. Click the “Light Bulb” button to go into the Reminder Window. The reminder window also lists products reorders which have been setup in the product window. See Inventory Management/Products

After setting up your reminders, the reminder window will display various appointments and dates. The window will automatically open when you first enter the program if there are any items in the window. Click on an item to locate the contact’s file. (with the contact window open) You can also right click on an item to open a hidden popup menu which will let you “Delete” or “View Notes” for the entry. The idea of the reminder window is to remove items as you deal with them. You want to try to keep items listed to a minimum and process through them as they are added. If you do not open the system for several days and you have reminders setup, the system will pickup all entries for the days missed. Items are persistent and will remain until you remove them. Clicking “Clear” will remove all items currently in the list. To setup your reminders, click on “Reminder Setup”.

The reminder setup window is fairly large. You may need to resize your To Do Window to properly view the entire window. The setup window lists all dates which reminders can be set up for. Place a check in the box next to each date type you would like to be reminded of and select the range of when the dates should be added to the reminder window. When you are finished, click “Save” to save your entries. When you save the reminder setup, the system will regenerate all dates found within your selected ranges.