OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 1 Getting Started
Setting up OfficeMate
Select a renewal type from the Select Renewal Plan drop-down menu.
Modify the Renewal Plan.
See To create new service agreement renewal plans on page 31, steps 5–10, to
modify the information in the Renewal Notice Mailing Schedule table.
To delete a Renewal Fees Schedule Fee, select the fee that you want to delete and
click Delete Fee.
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 3–8 to modify additional recall schedules.
OR
Click OK to close the Customization window.
To delete service agreement renewal plans
On the OfficeMate Home Office main window, click Setup, and select
Customization.
The Customization window opens.
Click the Service Agreement tab.
Select a renewal type from the Select Renewal Plan drop-down menu.
Click Delete Plan.
The Delete Warning window opens.
OfficeMate Home Office User’s Guide 33