TAO will automatically remind you to follow up with people and what to do. In the Relationship Reminders panel on the Dashboard, will be listed the Contact and how many reminders you have for them that day.
The Relationship Reminders are triggered because of two actions taken by you:
- Your Contact is added to a tag
From now on, you’re going to be looking at your relationships through the lens of either Casting Directors OR Industry folks. Industry folks are everyone else - writers, producers, directors, etc. Please make sure your Contacts are tagged appropriately before adding them to an Automated Relationships System. (More on this in What are tags and how do I use them?) - Your Contact is added to an Automated Relationship System
You add a Contact to an Automated Relationship System based on how well you know your Contact. Is it a Contact on your Targeted List, Follow-Up List or your Maintenance List? There are six built in systems you’ll be using. Three systems for Casting Directors and three systems for the Industry.
(More on this in What are Automated Relationship Systems? OR How do I add a Contact to my Targeted List, Follow-Up List or Maintenance List?)