Add Reminders to Debtor Conversations

Use the Debtor conversation tab under the Debtor list submodule to add reminders to conversations with selected debtors.

To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To add a reminder to a debtor conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing debtor conversations that you want to add a reminder to.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
4. Click the List tab and highlight the debtor with the conversation that you want to a reminder to.
5. Click the Debtor conversation tab.
6. Click Show the conversation options and select Add reminder.
7. In the Add reminder dialog box, select the Activate on task closure check box and identify the task whose closure will trigger the reminder.
8. Alternatively, set a date and time for the reminder.
9. Enter your Reminder text in the corresponding field and click OK.
   On the identified task closure or date, the reminder appears on the conversation as a comment.