Follow-ups
- Evangeline Cruz
Owned by Evangeline Cruz
Follow-ups is another feature to help the user monitor the latest activity and also be reminded of a future activity associated to a particular document.
It is included on the Sidebar and can be added to the Widgets pane.
The Follow-up link can be seen on the business card section of all the main forms of all the modules.
Open Follow-ups are displayed on your Calendar.
If there was a previous follow-up for that document, the entries are shown when the form is opened.
A follow-up activity record is created per user per document.
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