Reminder log

The reminder log enables you to keep a detailed log of all the phone calls you and your contacts make to each other, and any other type of correspondence.

For example, let’s say that you call customer A regarding an overdue invoice. You could create a log entry that records the date of the phone call, a summary of the outcome, and the date you will want to recontact them by if their invoice is still outstanding.

When a customer or supplier calls, you can use the reminder log to retrieve a complete history of your business relationship with that contact.

Note that you can also automatically create reminder log entries for each sale, purchase, payment and receipt you record.

tip : Publish reminder logs to iCal

If you use iCal to plan your day-to-day activities, you can publish reminders in iCal. This enables you to keep all reminders in one application. For more information, see Publishing to iCal.

To create a reminder log entry

1	Go to the Card File command centre and click Reminder Log. The View Reminder Log window appears.

2	From the Name list, select the contact for whom you want to create a log entry and click Use Card.

3	Click New. The Reminder Log Entry window appears.

4	Complete the Reminder Log Entry window as described in the table below.

 

Name	The name of the contact. To view the contact’s card, click the zoom arrow.
Contact	Enter the name of the person that is associated with this entry. For example, you can enter the name of the person you spoke to on the phone. If you have specified a contact person in the contact’s card, you can click the down-arrow to choose that person.
Date	Enter the date you spoke or wrote to the contact. If you are simply entering an appointment or reminder, you can enter today’s date.
Notes	Enter any information you want to save about the conversation or follow-up.
Elapsed Time	If you want to record the time you spend speaking to the contact, or working on a particular task related to the entry, enter the time in hours and minutes. For example, if you spend 15 minutes, enter 15. If you spend 1 hour and 15 minutes, enter 1:15.
Reminder Date	If you want to be reminded to follow up the contact, enter the date you want to be reminded to recontact them. The reminder will appear in the Contact Alert tab of the To Do List on this date. For more information, see To view reminders.
Log	View all reminder log entries for the selected contact.
Publish to iCal	Select this option if you want to add a To Do entry in the iCal To Do panel for this log. Note that if you do not enter a date in the Reminder Date field, the To Do entry will appear in iCal on the date in the Date field.
New	Record the current log entry and to create a new entry for this or another contact.

 

To automatically create reminder log entries

You can choose to automatically create log entries each time you record a sale, purchase or banking transaction. The log entry contains basic information about the transaction, such as the invoice number, cheque number and the amount.

note : Your company file size may increase significantly

If you record many transactions and choose to automatically create log entries for them, the size of your company file may increase significantly. If the company file size becomes an issue, you can purge old log entries and other data. For more information about purging information, see Purging information that is no longer needed.

1	Go to the Setup menu and choose Preferences. The Preferences window appears.

2	Click the Banking tab.

3	To create an automatic reminder log entry for each payment you record, select the Make Reminder Log Entry for Every Cheque option.

4	To create an automatic reminder log entry for each receipt you record, select the Make Reminder Log Entry for Every Deposit option.

5	Click the Sales tab.

6	To create an automatic reminder log entry for each sale you record (including quotes and orders), select the Make Reminder Log Entry for Every Sale option.

7	Click the Purchases tab.

8	To create an automatic reminder log entry for each purchase you record (including quotes and orders), select the Make Reminder Log Entry for Every Purchase option.

9	Click OK to close the Preferences window.

To view the reminder log

1	Go to the Card File command centre and click Reminder Log. The View Reminder Log window appears.

2	From the Name list, select the contact for whom you want to view the reminder log.

3	If you want to view or edit the detail of an existing log entry, select the entry and click Edit, or click its zoom arrow.

Related Topics

■	Keeping in touch with your contacts

■	Publishing to iCal

■	More ways to keep in touch