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Document Management Search

System Configuration>Reports>Document Management

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Doc No:
Description
Module
Year
Reference
Month  

Adding or Editing Document Management

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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.

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finished.

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 Select Job
The job the reminder is attached to. 
Reference
Add Referencea short title/subject. 
Description Add Description

Enter details about what needs to be done.
Complete Tick

Tick Complete ifonce the Tasktask is completed
SupplierSelect Supplier
Reminder Date Select Date you wish to be Remindedreminded on
Add Recipients Select Recipients
Optional – add additional people to receive it. 
Message Choice Select Normal,

Choose SMS,how the reminder is sent:

  • Normal (system alert)
  • SMS
  • Email
Contact Person Select
Populate the Contact Person
Cell No Adding
Display or allow entry of the Cell Number
Email Adding

Display or allow entry of the Email address

Recurring Reminders

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Reminder Date  
Frequency Selection
Number Of Days
Number Of Reminders
 
Add Recipients

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