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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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The Follow Up screen displays follow-up items for a particular client. It is used as a reminder for yourself or for other users. It is similar to entering a comment but a date and time can be set for the follow-up to appear. When a follow up is due, the Comment dialog will appear on your screen no matter which client is currently being viewed.


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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 Modified  ).


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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.

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  2. Enter the required follow up details.
  3. Click the OK button.


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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

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

Weekly

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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

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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

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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)