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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.
- 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.
- Press the New button. The Follow Up dialog will be displayed.
- Enter the required follow up details.
- Click the OK button.
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)