Helo. Is there a "pop-up" or reminder feature that I can use to prompt me to run a credit card charge each month for individuals who have set up an installment payment plan? Thank you.

The way we do ours is to set up a recurring gift batch with all our monthly donors using credit cards, then set a recurring reminder in MS Outlook to run the batch once each month.  I think you can set a similar reminder in RE7 using an Action, and then an Action follow-up, but I haven't tried that myself since Outlook works just fine for me.

 I use actions to remind me when I need to run a monthly charge.  We don't have that many so it works pretty well.  The action syncs with Outlook then I get a popup that reminds me to run the card.  I go in to the constituent and mark the action as completed and RE automatically will ask if you want a follow up - and if I need to continue to run the same card then I say yes and schedule it for the same time next month.  It sounds like more work than it actually is. *grin*