Jan, Thank you. Gave me something else to think about. Already had a tickler system going but it was the recurring ones that were getting me. I think I can make this work now.
Jan(the other one..) -----Original Message----- From: "Jan Barley" <[EMAIL PROTECTED]> To: [email protected] (RBASE-L Mailing List) Date: Thu, 31 Jan 2008 10:25:18 -0500 Subject: [RBASE-L] - Re: Reminders Jan, I wrote a program a while back to do that. The user would select a member (customer), write any notes they wanted for the reminder and assign a follow-up date. The next time the user would log on the system, it would check for reminders due by that date and display them on an editable form. The reminder would keep popping up each time the user logged in until some action was taken on it - adding an additional comment, changing a follow-up date, or simply checking it as done. To do a recurring reminder, the type would change from the default of one time to either weekly or monthly and once the line item was marked as done (checked), I would programatically change the follow-up date to the next event and uncheck the status box on it. The nice thing about doing it this way is that nothing falls thru the cracks, once the follow-up date is past the reminder simply disappears, by forcing them to take an action, it will keep popping up until an action is taken. Hope this helps! Jan Barley
