Review Reminders

From the Review Reminders tab, view details for each run of your reminder processes. For example, you can view output information for the Overdue Reminder and Monthly Reminder processes at the same time in the Reminder processes grid.

The Reminder processes grid lists information such as the Status of the process, when it was Started, and the Number of records processed. Depending on your security rights and system role, you perform functions to manage reminder processes in the database.

  • Download output file: To save a copy of the output file to your hard drive or network, select Download output file. A Save as screen appears for you to name your file and browse to a location on your hard drive or network to save the output file.

  • Merge: To merge the letters for your reminders, select Merge, letter. The reminders merge automatically in Word. Save the merged reminder document on your hard drive or network. To merge the data for your labels, select Merge, label. The labels merge automatically in Word. Save the merged label document on your hard drive or network.

    Warning: If the Merge letter and Merge label buttons are disabled, check your reminder process to confirm you selected the Word templates in the Letter template and Label template fields.

  • Mark sent: If you do not select Mark reminders sent when process completes when you add or edit the process, this button is enabled. To default the current date in the Date sent column in the Reminder history grid (Letters tab) on the pledge, select Mark sent.

  • Clear results: To run a reminder process again, use Clear results to reverse the process. For example, you process reminders with the wrong sent date. To undo the process, select Clear results. Then, run the process again with the correct reminder date. When you clear results, the output and merged documents are deleted, and the reminder information is deleted on the pledge.

  • Refresh List: To make sure you have the latest process information, select Refresh List.

  • Date range: You can also search for a process by date range. In the Date range field, select Last 7 days, Last 30 days, or All. Select Apply. To remove the date range filter, select Reset.