► Tickler Notes Updated

contacts

The Tickler Notes input screens and reports have been updated and are now mobile-friendly. 

Most notably, a new 'Sub-Keyword' field was added so that you can sub-categorize Keywords used. 

If you set an Alarm Date, the default email 'Recipient' is now your email address, rather than the current Contact record's address. This reduces the likelihood that the email is unintentionally sent to a member.

If you print a Tickler Note using the new Print icon (or via the File, Print menu on your web browser) the note is now formatted more concisely on the printed page and long notes are not truncated.

Only System Administrators are able to create new Keywords and Sub-Keywords by typing directly into those prompts.  Staff members only see drop-down lists to choose from.

You'll notice a host of other new features as you use the new interface.  Click the blue circle question-mark icons for context-specific help and tips.