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