Reminder Notes

Modified on Thu, 03 Jan 2019 at 11:30 AM

Any type of reminder can be created in the database.

In this example we have a member with a medical certificate stating they cannot play golf for two months. We will place the member on a leave of absence and set a reminder.

Quick Steps

  • Select Config from main menu
  • Select Notes Type
  • Type Description of Note i.e. Medical
  • Select Members from main menu
  • Search for the member

  • Select Notes tab
  • Select Add note icon (green plus sign)
    • Select Notes Type from the drop down menu
    • Enter a Note description
    • Set the reminder date
  • Select OK

  • To view reminders;
    • Open Search window
    • Select Save Searches tab
    • Select Reminders
    • Reminders are listed in date order
    • Double click reminder row to work with member details

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