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The Finance Shop Knowledgebase MenuThe Finance Shop Knowledgebase MenuTFS User Guide Table
TFS User Guide Table
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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.


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 (   ).



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.

  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

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

Weekly

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

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


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)






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