How to Set Reminder option in Cross
How to set RFeminder option for Patient/Customer/Supplier in Cross
Customer delight. It's the key to customer retention and getting referrals. In this scenario, the Reminder is very useful to increase our Sales & give better services to our customers. In this article, we have explained to you a new option “How to set Reminder” in Cross & Unisolve.
This option is very useful especially for Retailers using our Cross software. You can set Reminders in different ways. Like:
- Patient/Customer monthly Medicine Purchasing Reminder
- Patient/Customer monthly Vaccination Reminder
- Patient/Customer monthly Check Up Reminder
- Patient/Customer/Suppliers Birthday/Anniversary Reminder
- Patient/Customer/Supplier Payment/Receipts Reminder
When you set any reminder for Patient/Customer/Supplier for a particular date, then software auto opens a Reminder Window when login “Cross” software.
To implement Reminder in Cross/Unisolve, please install our latest patch 16.3.1 & follow these steps:
Step I: (For Unisolve/Cross both Users)
Please True/Enable “Show Reminder” option through System Parameters. (System-> System Maintenance-> Accounts Tab). Screen as per below:
Step II: (For Unisolve/Cross both Users)
After that when you make Sales Invoice & regarding particular this Invoice if you want to set Reminder for next month Purchasing then please press the “Ctrl+R” key to create Reminder for this Patient. When you press Ctrl+R then system open Patient Reminder Information window. In that case software auto pick Patient Name, Invoice No. You can mention any remark in the Remarks option. Like: Medicine Purchasing Reminder, Vaccination Reminder, And Regular Check-Up Reminder etc. After that, you have to select Date, Month & Year. In Day & Month option we will provide you the “All Days” & “All Months” option also. If you select any Date like 19 & select All Months in a month then software show Reminder on every 19th Date of all Months. So, please set as per your requirement. Screen as per below:
Step III: (For Unisolve/Cross both Users)
“Reminder List (Patient)” this master is available in System Master Data. You can also make a Reminder through this also. When you enter any Patient Name through Patient Master & if you enter Patient’s Birthday/Anniversary Date in Master then software auto-create particular Patient’s Birthday/Anniversary Reminder in master & open as per Date. Screen as per below:
Now you can set Reminders for Increase your Sales, Give better services to your clients & Increase your Customer Satisfaction with your shop then please used this Reminder option.
If you require support please read: How to get online support (Guide & Video)
For more details, please make a ticket at swildesk.com.
Thanks
SWIL Team
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