Run reminder process

  1. To run reminders, select the process, and select Start process. The Run reminder process screen appears.

    For information about the items on this screen, see Run Reminder Process Screen.

    For a detailed list of the default export fields, see Reminder Output.

  2. To create reminders, select Start. The process begins. After the process completes, the process status page appears. For more information, see Go To Process Status Page for Reminders.

    When you run a reminder process, the date automatically defaults on pledges on the Letters tab. View this date in the Reminder history grid in the Process date column. This date informs you when the process was last run. The Date sent (also stored in the Reminder history grid) informs you when the reminders were marked sent.