October 2007
Volume: 2
Welcome to CampTrak Tips
 
Greetings!
Marcel Snow is going to be giving us regular insights and tips... and this is our second issue.  We are going to try for a bi-weekly tip newsletter, but hopefully more.
 

Did you know that CampTrak can remind you to do things?

 

Notes:

A note tab is on each Individual Record (IR) and on each Group Event and Group Rental. (The IR notes can be filtered by using the Custom Report Manager (CRM) Contact Notes Data Source.)

 

Each Note has the date it is written automatically entered. (This can be changed.) There is also a Note Title field, a Note field (where you can put the body of the note), and a Reminder Date field. If you leave the Public box checked, anyone can see the note. If you uncheck the Public box, then only the person who wrote the note will be able to see it.

 

If you put a date in the Reminder Date field, then when CampTrak is first opened, a Reminders screen appears and you can choose to view the entire note, dismiss the note, or jump to the record that has the note. You can also view this Reminders screen when ever you wish by pushing F9.

 

USAGE:

Use private notes as a way to keep track of personal information about an individual for development purposes. Use them as a way to remind you to call someone or to send out a contract.

 

If you have ideas for tips, or would like to know more about a specific area in CampTrak, please email me at support@camptrak.com

Thought for the week:

Thought for the week:

Keep your face to the sunshine and you cannot see the shadow. -Helen Keller

Tony Gambee
CampTrak
248.937.8592