Instead of using a sticky note stuck to your computer screen, Chronicle allows you to create Reminders and Follow Ups which have some tracking abilities associated. There is also an older function of the program that still exists in a couple of places called Recalls. These Recalls are not as robust as Reminders are and should not be used.
This is how Reminders and Follow Ups work compared to the old Recalls:
|
|
Reminders | Follow Ups | OLD Recalls |
|
Visibility |
Always visible in email list until deleted by user Visible in scheduler in the all-day view |
Visible and color coded until receivable is paid
|
Only visible the day it is due
|
|
Location |
Can be accessed from most places in the program |
Collection Manager
|
Groups & Recall tab* Financial tab** |
|
Associated to |
Job, Person, Organization or unassociated
|
Receivables
|
People, Organizations, Jobs, Receivables
|
|
Tracking |
Delivered to email tab |
Does not warn you; must visit collections manager |
Does not warn you; must check daily to see |
|
InfoPanel |
Yes |
No (not necessary) |
Yes*** |
|
Can be set to repeat |
Yes |
No |
no |
|
Date/Time specific |
Yes |
Date Only |
Date Only |
*Used to set and look up Recalls. Is not being supported anymore. Users should switch to using Reminders and Tasks in the program and Follow Ups in Collections Manager.
**A follow up on the Financial tab is actually a Recall.
***Info Panel uses the term “recall date”.
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