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	TFS 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.

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title	Opening 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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title	Adding a New Follouw Up - Click here to expand...

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

Press the New button. The Follow Up dialog will be displayed.
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TFS 13 introduced the ability to link a follow-up an application or quote.

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When you click on the Image Added next to the Linked to option the Select Application/Quote dialog is displayed
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You can filter the view to either Applications only, Quotes Only or Applications and Quotes combined.
Enter the required follow up details.
Click the OK button.

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title	Making a recurring Follow Up - Click here to expand...

When you have created a Follow Up you can set it to 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.