How to set Member due reminder, FD maturity reminder or Nominees reminder ?

Please find below steps for FD maturity reminder, Nominees reminder or Member due reminder:-

 

A) Members Due Reminder:- 

Step 1:- Setting Button and Go To reminder

Step 2:- Click on due reminder Button 

Step 3:- Put the No of Days Prior in before due date Tab 

Step 4:- Put the No of days After in after due date Tab

 

B) FD maturity reminder:-

Step 1:- Setting Button and Go To reminder

Step 2:- Click on FD maturity reminder Button

Step 3:- Put the No of Days Prior

Step 4:- Select a type of member

Step 5:- Select employee type

Step 6:- Select managing committee type

Step 7:- Click on save Button.

 

C) Nominees reminder:-

Step 1:- Setting Button and Go To reminder

Step 2:- Click on Nominees Reminder Button

Step 3:- Select Schedules(Quaterly,Monthly etc)

Step 4:- Select the Date for Reminder

Step 5:-Click on Save Button.

 

D) Member Due Reminder:-

Step 1:- Setting Button and Go To reminder

Step 2:- Click on Member due reminder

Step 3:- Enter Before due date days(No of days prior) and after due date days(No of days after)

Step 4:- Enter Employee Type, Employee name

Step 5;- Enter Managing Committees Type, Managing Committees Member

Step 6:- Click on Save.