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Diary, Automated Chase-ups

Diary appointments for reminding you to chase-up something can be created automatically via the “Chase-up” button on both the client and policy notes screens. In both cases you must start from the “Note lines with date & time” version, because the alternative free-form notes cannot be linked to individual dates. To create such an automatic chase-up, starting from the Main Menu…

 

The chase-up will have be created automatically according to the settings in your “Set-up, Client Notes” or “Set-up Policy Notes”. It is a good idea to create a user-name called “CHASE-UPS” and allocate all diary chase-ups to that name. See also “Clients, Additional Notes & Chase-up Reminders”.