Using Reminder Dates

A reminder date is a date that you can set manually or have the system automatically advance when a specified rate code is posted.  

 

This date can be used to generate reminder letters, postcards, emails, reports, etc. The reminder date feature is usually used for customers who want to be reminded of service, but asked to actually do the service.  

 

See standing orders for office tools to create work orders for customers who want services done without being asked each time.

 

 

See Also

Rate code reference files (15)

Standing Orders