Reminders

The "Reminders" screen will help you remember some of the more important tasks of the car business. Such as...

  • Follow-Up Calls
  • Floor Plan Payoffs
  • Trade Payoffs
  • Today's Scheduled Deliveries
  • Deals That Need To Be Marked As Delivered
  • Promissory Note or Pick-Up Payments Due

Click on the check marks of the calendar to display a list of reminders for that day. Then click on the reminder item to display a grid list of associated records. For example: the illustration below shows the check mark on the 23rd is highlighted. The top item in the Reminders List (1 P-Note Payment Due) is also highlighted. Thus the grid list shows you the deal which has a P-Note payment due for the Terry deal.