To set or record a Followup Reminder, open a Client/Prospect Browse Table and Click on the [+Add History] to record an Activity, History and Followup-Reminders. The Activity screen will open in window. The Contract ID, Create Date & Time, Edit Date & Time are automatically entered. Also, CRMworx will attempt to add the Account Manager or Employee ID to the record according to the Login information.

 

User Tip: Check the [  ] Auto Open CRM Followup Reminders on the Account Manager/Rep setup screen if you wish to have Followup Reminders automatically opened on startup.