Tickler Type

Document Title (variable) requires a dedicated Tickler Type, to be used for Credit Control reminders.

1. Select Setup / Dimensions / Data Types / Tickler Types to display the New Tickler Type Description window.

   

2. Click Add to display a New Tickler Type Description dialog.

   

3. Enter a brief description of the reminder into the Tickler Type Description field.
4. Click OK to return to the Tickler Types window, where your new Note type description is represented on a new line.
5. If a Tickler Type is not associated with any records, and should not be represented in selection controls, select the Hide checkbox.
6. If you want to flag this type of Tickler with an icon, click within the Image column and select an appropriate image from the Image drop-down control.
7. If you want this type of Tickler to be used in Credit Control, select the Show in Credit Control checkbox.
8. To close the Tickler Types window, click Exit.
9. You must now associate the Tickler Type with the module, as described in Firm Options.