Did you know that you can add correspondence to an order or a customer?
Did you know that you can add a reminder to that correspondence if you use Outlook?
This would be helpful in a situation where you need to go back to the order or take action with an order or customer.
One distributor is using it to remind herself to send out Thank You notes after orders ship and also reminding her when it is a customers birthday.
Some others are using it to remind themselves that they need to call their customer back for a follow-up.
__________________________________________________________________________________________
Follow these steps to set your reminder from an Order Summary page:
1. Go to the Order Summary page
2. Go to the Customer order area at the top
3. Click on Add/Email to the right of the Correspondence section
4. Then check the box to send a reminder at the top of the page and enter a date for the reminder (1 & 2 below)
5. Then scroll down to the bottom (make sure that you don’t have any external emails selected) and type in your reminder message. (3 below)
6. Click Save Correspondence. (4 below)
7. You will see a download message in your browser, you can click on that and select Open or Run (dependent on your browser)
8. Now select “Save and Close” in the top right of your Outlook Window. This will set up your Outlook and you will get a pop up reminder on the date and/or time specified.
You can also do this same type of reminder directly from your Customer Correspondence:
1. Find your customer in your database
2. Click on Edit
3. Click on the Correspondence tab
4. Now click on Add New Correspondence on the top left and follow instructions above starting with #4
Let us know if you have any questions regarding this blog: info@distributorcentral.com
