How can I get a report of Ticklers that have been processed?
The Reports area has system Tickler reports which can be used for management and auditing purposes. Like all Ventures reports, system reports cannot be modified but the user may copy the report and create their own custom version based on the system report. The Tickler Audit History report will allow you to view any…
How do I add a Tickler to a project?
There are several ways to add a Tickler to a project. Ticklers can be added within the project or a template can be added in Bulk to multiple projects that fit the same criteria. Adding a Tickler when adding Tracking items. If you are adding new Tracking items into your project, you will have the option of associ…
How can I download my Tickler attachments after processing?
All Ticklers processed in Ventures will be recorded in the Process History of the Ticklers area. You can use this area to download all of the attachments that were sent out via email or printed out. 1. Go to the Ticklers > Process History area. 2. Find the date and time of when the Tickler was processed and click…
