The Follow Up Due dialog forces a check of follow up items that have been set that have now become due. The dialog will display follow up items for clients and entities.
The dialog will appear automatically when a follow up is due, but can be re-instated after being closed by using the Follow Up Due screen. If no follow up is due, this dialog will not be displayed.
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| title | Opening the Follow Up Due Dialog - Click here to expand... |
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- From the Tools menu, select Follow Up Due.
- From the sidebar, select Tools then F/Up Due.
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| title | Delaying a Follow Up Due Item - Click here to expand... |
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- From the Follow Up list, select a follow up item.
- Select the amount of time until the follow up item is required to be displayed again.
- Click Snooze. The follow up item will be delayed for the amount of time specified.
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| title | Modifying a Follow Up Item - Click here to expand... |
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- From the Follow Up list, select a follow up item.
- Click Edit. The Follow Up dialog will be displayed.
- Edit the details, as required.
- Click OK. The Follow Up dialog will close.
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| title | Selecting a Client for a Follow Up Due Item - Click here to expand... |
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- From the Follow Up list, select a follow up item.
- Click Select Client. The current job will change to be the client relevant to the follow up item. The context bar will be updated.
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| title | Viewing an Entity for a Follow Up Due Item - Click here to expand... |
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- From the Follow Up list, select a follow up item for an entity.
- Click View Entity. The Entity dialog will be displayed.
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| title | Completing a Follow Up Due Item - Click here to expand... |
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- From the Follow Up list, select a follow up item.
- Click Complete. The follow up item will automatically have the current date and time entered as the completion date and time and the item will disappear from the Follow Up Due dialog
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