To be used as an effective Enquiry Management tool, your Notification Centre (in the left hand side of your Main Enquiries page) should only contain notifications/reminders for todays date and any in the future, excluding the ‘Follow Up Required’ section.. Treat this as your daily to-do list and the systems centre for notifying you when payments have been made/messages received etc.
As you receive Notifications i.e. Payment Received, New Message, Pre-order added - once these have been actioned you should be clearing these from your Notification Centre to keep it as up to date as possible.
Example: Enquiry page > Notification Centre > I see I have 1 ‘New Message’ notification
> Click on ‘New Message’ to display the booking
> Select the booking to bring you to the Booking Details window
> On the left hand side, just beneath the Follow Up field you will see a section named ‘Open Notifications’ has appeared
> Once you have taken note of this notification, tick the box where it says ‘Message Received’ > press SAVE
> You will notice the ‘Open Notifications’ section has now disappeared and if you go back to your Enquiry page, you will see that the notification has also been taken out of the Notification Centre
The same process applies for all Notifications that require action to be taken, excluding follow ups...
To clear your ‘Follow up Required’ section, once in the Booking details:
> go to ‘Follow up’
> select the red ‘X’ next to the date that has been set
> this will clear the follow-up
> If the customer didn’t respond to your follow up, so you would like to check in two days time, you can clear the follow up and then set another follow up for a future date> SAVE