| Tickler (Reminders)
The Tickler page displays a list of all ToDo items for all referrals that are due on or before the date entered as the "Cut-Off Date", and which meet other selection criteria that may have been entered. From the Main Menu, or from the Referrals List page, click 'Tickler' to open the page.
How do items get into the Tickler? How do I open/view the Tickler page? How can I have my Tickler open automatically upon logging in? What records does the default Tickler page display? Can I view Tickler records for ALL users? How can I select the record in the Referrals table that matches my Tickler item? How to run a Tickler report (How do I run a list of my “To Do’s” for each day?) What is the 'Days Old' column and how is it used? Are Responses in the Tickler removed automatically?
What is the 'Tickler'? The 'Tickler' is a page that displays all ToDo items that meet the selection criteria. The 'Tickler' page may be accessed from the Main Menu or from the Referrals List page. From the Main Menu click 'Tickler (Reminders)' link or from the Referrals List page click the 'Tickler' link on the left side of the page.
In offices where multiple people are using Relocation Specialist, it is recommended that users filter the Tickler page for their ToDo items. If the user does not specify their name in the 'Who' field, then they will be viewing records for all users.
NOTE: If you want to open the Tickler page and have it remain open while working with the Referrals List page, always open the 'Tickler' from the Main Menu. Otherwise, the Tickler page will be closed when selecting linked pages from the Referrals List such as Notes, ToDo, etc.
How do items get into the Tickler? Items in the Tickler are ToDo list records related to records in the Referrals table. For example, you would select a record in the Referrals List grid then click the 'ToDo' link on the left side of the page. Add items (tasks) to the ToDo table. The Tickler is a listing of ToDo items for all referrals.
How do I open/view the Tickler page? The Tickler page may be opened from two different places, or automatically upon logging in. From the Main Menu, click 'Tickler (Reminders)' and the page will open. Or, from the Referrals List page click the 'Tickler' link on the left side of the page. The difference is that if the Tickler page is opened from the Main Menu the page will remain open until you manually close it. If you open the Tickler page from the link on the Referrals List page the Tickler will close if you click another linked page such as Notes or Closing.
How can I have my Tickler open automatically upon logging in? To have the Tickler (Reminders) page open automatically upon logging in to ReloSpec do the following:
What records does the default Tickler page display? Each time the Tickler page is opened all records in the ToDo table are displayed that meet the following criteria:
Can I view Tickler records for ALL users? Yes. Once the page is open, click SEARCH and use the fields in the search page to filter the records as needed. By not selecting a specific name in the 'Who' field you are filtering for all records and not a specific name.
How can I select the record in the Referrals table that matches my Tickler item? Once the Tickler page is open do the following to select the specific record in the Referrals table that matches the Tickler item:
Clicking the TICKLER CANCEL button will unfilter the Referrals List page.
How to run a Tickler report (How do I run a list of my “To Do’s” for each day?) To Run a “Tickler Report”:
What is the 'Days Old' column and how is it used? A
column has been added to the ‘Tickler’ page that makes it much
easier to know the number of days since the due date of a Response
from the agent. When the
Tickler is opened, all ToDo records are displayed with the due date in
descending order. The
‘Days Old’ column is listed second in the grid and displays the
total number of days since the due date.
The purpose is to make it easier to identify records are
overdue for getting a response from the agent.
For example, if you see that the ‘Days Old’ amount is 7 or
higher you may want to contact the agent to ask (again) for a
response.
Are Responses in the Tickler removed automatically? Yes. When an agent responds to the update request using the online form the results of the form are inserted into the Responses table. Once those Responses are processed, the corresponding record where the activity = "Response" is automatically removed from the Tickler. See the 'Responses' page in the User Guide for more information about Responses.
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