AR Follow Up Reminders
Related Documents
Vehicle Center - Outstanding A/R
Setting an A/R Follow Up
1. Select the line you want to create a reminder for.
2. Click the "Task" Icon at the bottom of the screen.
3. The task screen will appear.
4. Enter the Following:
- Category: AR Follow Up
- Due Date
- Reminder & Reminder Time: (optional)
Completing the Task & Reminders
After setting up the task, you can view it in the Message Center.
1. Open Message Center
2. Click on "To-Do"
3. When completed, select "Mark Complete". It will then be removed from your tasks.
Note: If you have tasks that are not due today, select the "Show Scheduled" checkbox to show future tasks.
At the time of your reminder, you will receive this pop up in the lower right corner of your screen and the Red "New Task" flag will be on your screen until completed:
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