Versions Compared

Version Old Version 2 New Version 3
Changes made by

Matthew Garrett

Matthew Garrett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleOpening the Follow Up Screen - Click here to expand...
  • From the CRM menu, select Follow Up.
  • From the sidebar, select CRM then Follow Up.
  • Press F9.
  • Click the Follow Up toolbar icon (   ).


Image Removed


Expand
titleAdding a New Follouw Up - Click here to expand...

A follow up item can be created for any entity in The Finance Shop, including clients.


  1. Press the New button. The Follow Up dialog will be displayed.

    Image Added

  2. Enter the required follow up details.
  3. Click the OK button.
Expand
titleMaking a recurring Follow Up - Click here to expand...

When you have created a Follow Up you can set it repeat either

  • Daily
  • Weekly
  • Monthly
  • Yearly


Daily

Image Added

The Follow Up will reoccur each week on the days that you tick

Weekly

Image Added

The Follow Up will reoccur on a weekly cycle based on the Every (0) week(s) on. setting. So for example if it was a followup that you wanted to do every fortnight you would set it to 2

You can then specify the date in the week that the Follow Up should occur.


Monthly

Image Added

The Follow Up will occur on a Monthly cycle. You can specify which Day (i.e 1st ) or The First (Day) (i.e The 1st Monday)

Yearly

Image Added


The Follow Up will occur on a Yearly cycle. You can specify which Month then the Day (i.e 1st ) or The First (Day) (i.e The 1st Monday)