Creating Reminders

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Creating Reminders

1. Click on the arrow* button the record bar to create a new reminder.
2. Enter a brief description for the reminder ("Call Hotel") or select a Standard Reminder from the list.
3. Enter the priority for the reminder. (Default settings are high and low, but you can add other priority terms in the code table.)
4. Enter the due date for the reminder- default is always 7 days from today.
5. Enter a Note- a fuller description of what needs to be done.

6. Reminders can be assigned to a Tour, a Traveler and/or a Vendor.

By assigning a Reminder to one of these entities, it also possible to view the reminder from those Forms and to report on it from the report's form.

If a reminder is assigned to a Traveler and the Tour on which he/she is traveling, it can be viewed from that Traveler's Reservation form.

ViaTour also allows global reminders, where the reminder has not been associated with any specific entity (Tour, Traveler or Vendor) in ViaTour. Complete the Reminders fields.