Follow-Ups Fields:
| Check follow-ups every ... seconds | Number of seconds to elapse before checking for follow-up reminders. |
| Refresh follow-ups every ... seconds | Number of seconds to elapse before automatically refreshing follow-ups. |
Quotation Follow-Up Reminders Fields:
| Create follow-up reminder on insert | Create follow-up reminder when inserting a quotation. |
| Create follow-up reminder on open | Create follow-up reminder when opening a quotation. |
| Follow-up corporate customers | Follow-up corporate customers. |
| Reminder date ... days in advance | Number of days in advance to create follow-up reminder. |
| Exclude saturdays | Exclude saturdays from reminder follow-ups. |
| Exclude sundays | Exclude sundays from reminder follow-ups. |
| Reminder time | Time of follow-up reminder. |
| Add creator as a recipient | Automatically add creator as a recipient. |
| Add surveyor as a recipient | Automatically add surveyor as a recipient. |
| Add user as a recipient | Automatically add user as a recipient. |
| Back | Return to the previous page. |
| Next | Move to next page in the sequence. |
| Finish | Close window and save any changes you have made. |
Page url: http://help.moveadminister.co.uk/wizardsystemdefaultsfollowups.htm
