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 Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights 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 WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains debtor conversations to which you want to add a reminder.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor that has the conversation to which you want to add a reminder.
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 triggers the reminder.
8. Alternatively, set a date and time for the reminder.
9. Enter the Reminder Text in the corresponding field and click OK.
   On the identified task closure or date, the reminder appears in the conversation as a comment.