Reminders Action Center for
Customer Reminders and Other To-Do's
The Reminders Action Center organizes reminders for:
*) General purpose customer follow-ups (which are manually created as needed),
and other types which can be automatically generated:
*) Customer anniversaries and other special events,
*) Customer wish lists,
*) Repairs coming due
*) Repair awaiting pickup
*) Customer special orders
*) Thank you's for customer purchases
*) Top purchasing customers
*) Low stock inventory items on the reorder list
*) Alerts on Hot Seller inventory items
*) Accounts payable coming due
*) Accounts payable with discounts available
By default, the Customer Reminders & Other To-Do's menu button is on the Maintenance Menu
You can add this button to any menu - such as the Main Menu - by choosing Options at the top right corner of the menu, then selecting Customize Menu.
Double-click Customer Reminders to add it to the currently selected menu.
Note that there is a choice on the Display Options page to configure the Reminders Action Center to automatically open whenever you log in to Jewelry Shopkeeper so that the reminders are always visible.
The three main aspects of the Reminders Action Center are:
*) Choosing which reminders to create
*) Manually created follow-up reminders
*) Automatically created reminders
*) Choosing which reminders to display
*) Viewing and working with the reminders.
Note: While any Shopkeeper package which includes the Reminders Action Center can use the manually created list of Customer Follow-Up reminders, only subscribers to the Jewelry Shopkeeper Maintenance Plan have access to automatic reminders generation. If you have the Maintenance Plan, you'll need to record your Maintenance Plan Code in Preferences.
See the Maintenance Plan Code help topic for more details
