How can I set up a follow up reminder for a match that isn’t automatically created by the database?

From the Dashboard, under the Follow Up tab, click the Add New button at the bottom of the page to create a follow up.

You can also add a follow-up from the Individual screens from the Follow Up tab.

You can create a follow-up for any of the following individuals:

You can also “Assign To” follow-ups to other staff members at your organization. The follow-up will remain on BOTH of your dashboards until the task is complete.

You can complete the follow-up by double clicking on the reminder from the dashboard:

Add New to enter the communication you had with the individual.

Add the specific communication and Save:

From here you can Complete the follow-up or mark it as Attempted.

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If you have marked it as attempted, it will show up on the dashboard, along with the number of times you have attempted to contact the individual:

To complete the follow-up double click on the follow-up again and Add New. Fill in a description of the communication you had with the individual. Save.

This time you will mark the follow-up as Complete Follow-Up:
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The follow-up will now be removed from the Dashboard and the Follow-up Tab. The communication will be saved to the Communication and Notes on the individuals screen: