OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Setting up OfficeMate
Chapter 1 Getting Started
To modify recall schedules
On the OfficeMate Home Office main window, click Setup, and select
Customization.
The Customization window opens.
Click the Recall tab.
Select a recall type from the Select Recall Type drop-down menu.
Modify the Recall Type and Months to Next Recall.
See To create new recall schedules on page 28, steps 5–9, to modify the
information in the Recall Notice Mailing Schedule table.
To delete a mailing schedule, select a line and click Delete Line.
To insert a new blank line above a completed line, select the completed line that
you want to insert a new blank line above and click Insert Line.
Repeat steps 3–7 to modify additional recall schedules.
OR
Click OK to close the Customization window.
To delete recall schedules
On the OfficeMate Home Office main window, click Setup, and select
Customization.
The Customization window opens.
Click the Recall tab.
Select a recall type from the Select Recall Type drop-down menu.
Click Delete Recall.
The Delete Warning window opens.
30 OfficeMate Home Office User’s Guide