Document Management

Document Management Search
System Configuration>Reports>Document Management 

 

 

 

 Search 

 

 

 

 Add 

 

 

 

 Edit 

 

 

 

 Delete 

 

 

 

 Print Grid 

   

 

 

 

 

 

 

 

 Doc No: 

 

 

 

 Description 

 

 

 

 Module 

 

 

 

 Year 

 

 

 

 Reference 

 

 

 

 Month 

   

 

 

 

 

 

 

 Adding or Editing Document Management 

 

 

 

 

 

 Attachments 

   

 

 

 Memo 

 

 

 

 Create Reminder 

 

 

 

 View Attachments 

 

 

 

 Doc No 

 

 

 

 Description 

 

 

 

 Reference 

 

 

 

 Year 

 

 

 

 Month 

 

 

 

 Module 

 

 

 

 Name 

 

 

 

 User Created / Date and Time 

 

 

 

 Last Updated By / Date and Time 

 

 

 

 Notes 

 

 

 

 

 

 

 

 Create Reminder 

 This screen is where you set up and manage a reminder . 

 

 

 

 

 

 Reminder No 

 

 A unique reference number generated by the system for this reminder.  

 

 

 

 Customer 

 

 Link the reminder to a customer.  

 

 

 

 Date Created 

 

 Automatically populated once the reminder is saved , showing when the reminder was created. 

 

 

 

 Reminder Type 

 

 Automatically links the reminder to the job (e.g. Reminder for Job – JOB5312 ).  

 

 

 

 Reminder To 

 

 Choose who the reminder is assigned to.  

 

 

 

 Restrict View Tick 

 

 Limits visibility to certain users.  

 

 

 

 Reminder From 

 

 The user or team creating the reminder.  

 

 

 

 Interaction Type 

 

 This field is used to categorise the type of reminder or follow-up so it can be tracked and filtered more easily. 

 You can select from the following options: 

 

 

 Clients – General client-related follow-ups 

 Email – When the reminder relates to sending or responding to an email 

 General – For standard or uncategorised tasks 

 Leads – Follow-ups related to new business or opportunities 

 Meeting – Reminders for scheduled meetings 

 Sales – Sales-related tasks or follow-ups 

 Telephone Calls – When a call needs to be made 

 URGENT – High-priority items that require immediate attention 

 

 

 

 

 

 Job No. Link 

 

 The job the reminder is attached to.  

 

 

 

 Reference 

 

 Add a short title/subject.  

 

 

 

 Description 

 

 Enter details about what needs to be done. 

 

 

 

 Complete Tick 

 

 Tick once the task is finished. 

 

 

 

 Reminder Date 

 Select Date you wish to be reminded on 

 

 

 Add Recipients 

 

 Optional – add additional people to receive it.  

 

 

 

 Message Choice 

 

 Choose how the reminder is sent: 

 

 

 Normal (system alert) 

 SMS 

 Email 

 

 

 

 

 

 Contact Person 

 

 Populate the Contact Person 

 

 

 

 Cell No 

 

 Display or allow entry of the Cell Number 

 

 

 

 Email 

 

 Display or allow entry of the  Email address 

 

 

 

 

 Recurring Reminders 

 

 

 

 

 Reminder Date 

   

 

 

 Frequency Selection 

 

 

 

 Number Of Days 

 

 

 

 Number Of Reminders 

 

 

 

 

 

 Add Recipients