RecTrac 10.1 Reference Guide

Reference Guide RecTrac 10.1
Click Payment/Refund. to complete the cancellation. An informational message will appear that details all
changes you have made. Click Yes and complete the transaction.
OR
Click Cancel Changes to exit the screen and return to the appropriate Household Selection screen without
saving your changes.
Creating a Tickler for an Activity
1 Go to Files � Activity � Activity Tickler Maintenance. You will proceed to the Activity Tickler Message Update
screen.
2 Enter or select the activity number to which you wish to add a tickler.
3 Click Next.
5 If no other ticklers have been linked to this activity, the following message will display: "No ticklers exist for this
activity on or after this date. Do you wish to add one?" Click Yes.
OR
If other ticklers already exist, you will proceed to the Activity Tickler Listing screen. Click Add. You will proceed to
the Activity Tickler Detail Update screen.
6 (Optional) In the Brief Desc field, add a brief description.
7 Enter the Tickler Note. Press F1 for field-level Help as needed.
8 Click Done to save the tickler and proceed (or return) to the Activity Tickler Listing screen.
9 Click Add to add another tickler to this activity.
10 When you have finished adding ticklers to this activity, click