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• From the CRM menu, select Follow Up.
• From the sidebar, select CRM then Follow Up.
• Press F9.
• Click the Follow Up toolbar icon (   ).

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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   TFS 13 introduced the ability to link a follow-up an application or quote.
   Image Removed  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. 
   
   
2. Enter the required follow up details.
3. Click the OK button.

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.

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)