August 4 2014

Case CATalyst: How To Create A Customized Reminder

Case CATalyst offers a feature that allows the user to create a customized reminder that will appear before the user logs off.


-With Case CATalyst, you can create a customized reminder that will display every time Case CATalyst is closed.

How To Create A Customized Reminder: (1) In the Manage Jobs screen, click on Tools in the Menu Bar. (2) Click Options. (3) Click Manage Custom Reminders. (4) In the Custom Reminder Messages Dialog Box, click to check the option Show ‘Closing Edit’ Message. (5) In the Reminder space, write the title of the reminder you want to create. (6) In the Reminder Desc box, write what you want the reminder to be word-for-word. (7) You can click on the Test button to see a preview of the reminder. Click on Thanks For The Reminder to close the preview box. (8) Click Okay to save the reminder.

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Posted August 4, 2014 by Elsie Villega in category "Information

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