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Follow-ups

Follow-ups

Owned by Evangeline Cruz (Unlicensed)
Last updated: Sept 28, 2018

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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