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Overview
of Ticklers
Ticklers
are designed to provide you with a flexible system that will:
How
Ticklers Work
Once
a ticklers has been created, it will "pop up" at a
predetermined time to alert you to a task that needs your attention.
Ticklers have two dates:
-
The
due date. The date that the activity must be complete.
-
The
reminder date. This is the number of days before the due date
that the tickler will start reminding you. Example: If an
activity is due on December 30, you might set the tickler to
start reminding you 7 days before the due date. In that case,
the tickler would first be displayed on December 23.
Ticklers
can be set to be due:
On
multi-user systems, the tickler can have a user assigned to it,
and it will only be displayed when that person is using
Heritance.
Tickler
Status
Each
tickler can have one of three status levels at any given time:
Reports
Reports
can be generated showing ticklers outstanding, due, started, and
completed for each client or all clients.
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