The Recall form is used to store recall information. If you want to batch process Recall letters, use Quick Reports|Mail Merge|Recalls Due This Month

The Toolbar:

•Print Recall Letter will print a letter to the client. The content of the letter is contained in the Recall Code record

The Work Area:

Recalls

To Add a new record:

1.Click on the Recall form

2.Press the Insert key on the keyboard, or click Insert New Record on the work area toolbar

3.Select a Recall Code from the drop-down list (Codes must have been entered in Lists|Recall Codes)

4.The Initiated date will default to today's date

5.Enter in Recall After the number of Days/Weeks/Months/Years after which you want to recall the client

6.Enter the Period

7.The Recall Due date will be calculated from the Recall After and Period entries

8.Enter a Comment if you need to. The comment is not printed in the standard letter

9.Press Ctrl+S on the keyboard, or click Save Changes on the work area toolbar

To Edit an existing record:

1.Click on the Form

2.Press Ctrl+Insert on the keyboard, or click Edit on the work area toolbar

3.Modify the details and press Ctrl+S on the keyboard, or click Save Changes on the work area toolbar

•Once the client has been contacted, tick the Contacted box; if Recalls are batch processed this will be updated automatically

•Custom Queries combined with Mail Merging can be used as an effective and less time-consuming approach to recalling clients