Ticklers are notes that can be attached to a customer account and also tied to a specific tank. There are multiple Tickler types that can be tied to an account: Collections, Driver, Memo, Repair, LPG Safety, and Service. Once the Tickler has been created, it will remain on the customer account/tank unless removed. Tickler reports can also be printed per Division, date range, customer, or tank. This article discusses multiple ways to create Ticklers from different areas in Energy Force.
From the Main Menu
- Select Tickler from the Main Menu.
- Enter the Division.
- Enter the Customer # (press F5 to go to list of customers).
- Populate the Date Entered range.
- Enter the Tank Serial # (press F5 to go to list of serial number for that customer).
- Select Info – An entry line will appear in the lower section of the screen displaying the customer account number and tank serial number (if attached). Select in the Type field and choose the Tickler Type.
- Input date in the Entered field.
- Additional information can be included such as Req. By, Due Date, and Priority level. The Done checkbox can be selected if instructional information in the tickler has been completed.
- To display the message as a Sticky Note that displays prominently on Customer Maintenance screen, check the Sticky Note? option. Up to three Sticky Notes can be selected to display on the screen.
- Enter the message pertaining to the customer/tank. Press Ctrl+Q to save.
Ticklers can also be created from anywhere in Energy Force by pressing F8. If not in the Customer Menu when pressing F8, the Division and customer account number will need to be selected.
From the Customer Screen
- From Main Menu, select Customer Menu.
- Choose Customer Maintenance. If the customer already has a Tickler on file, the Tickler button will be in bold.
- Select the desired customer and press Ctrl+C to create a Tickler.
- Select the Type of Tickler from the drop down menu.
- Enter initials of who this was requested by in the Req. By column.
- Enter the Due Date and repair Priority if applicable.
- To display the message as a Sticky Note that displays prominently on the Customer Maintenance screen, check the Sticky Note? box. Up to three Sticky Notes can be selected to display on the screen.
- Select in the Action Needed area and enter the Tickler information.
- Select Tie to Tank if applicable. A list of the customer tanks will appear. Highlight the tank and choose Select.
