Problem
We are wondering how to put a notice on a household that will pop-up when any activity is run for the household, such as a notice that they have paperwork to sign.
Solution
Add household Tickler. Ticklers display as a pop-up message whenever the household is selected in Daily Processing.
1. Look up the Household in Household Management.
2. Go to the Misc Info tab.
3. You can either:
- Enter the text for your Tickler in the Tickler Text field.
- Click the Picklist icon for Tickler Code and select (or create) a Comment Code that contains your Ticker text.
- Both. In this event, the text of the Tickler Comment Code and any free from text in the Tickler Text field will display.
4. Click Save Changes take effect immediately, and the tickler message will appear the next time the household is selected in Daily Processing.