The first step would be for the user to set Canvassing periods on the contact records. To do this:
Access a contact record.
Click Canvass Period.
Use the drop-down and select how often the client contact should be contacted.
To set a default canvassing period for all clients:
Click Options, User Preferences, Canvass.
Click one of the options.
In order for a user to have their own canvassing list they need to be a Consultant on the contact record.
To see this list the user needs to click Tools, Contact Canvassing.
Any contacts that require to be contacted will appear in the window.
Contacts are not automatically assigned to a consultant when they are added to the database so if the user wants to create their own contact canvass they need to access the contact record and assign themselves as the Consultant. Contacts can be shared between consultants. If a client contact is shared they will only be removed from one of the canvassing lists they are part of.
When the user first uses canvassing they will need to configure it in the Settings tab. Set the default canvass period for the clients or select the If company has no Canvass Period, use default checkbox.
To specify which notebook items go to:
Click Settings, Add.
Select the Notebook types that would mean the contact has been contacted.
Click Save Settings as your Defaults.
After a user has contacted a contact who is in the Canvassing List:
Click Actions, Make Note. The Select a Notebook Type window appears.
Select the appropriate notebook type.
In the Notebook Editor type up the call.
Click Save and Close.
Click Actions, Done. The Client will be removed from the list until the canvass period has expired.
To create follow up tasks:
Use the Task option within the Note screen when typing up the call or use the standard Tasks screen or Tasks area in the Calendar screen.