Navigation: Follow-Ups > By Me > Open Follow-Up By Me |
General Fields:
Customer | Name of customer. |
Corporate | Name of corporate company. |
Creator | Initials of creator and name of user. |
Date | Date of follow-up and day of week. |
Time | Time of follow-up. |
Subject | Subject of follow-up. |
Notepad | Follow-up notepad. Press the button to stamp notepad with user initials, date and time. |
Reminder Fields:
Date | Date of reminder and day of week. |
Time | Time of reminder. Press the button to update recipient(s). |
TIP Pressing the Update button will automatically update the reminder date and time for all recipients on the recipient browse. |
Recipients Controls:
Remove | Remove the highlighted recipient from the recipients list. |
Remove All | Remove all recipients form the recipient list. |
Xplore features are available from this browse.
User Controls:
Add | Add the highlighted user to the recipient list. |
Add All | Add all users to the recipient list. |
Save | Close window and save any changes you have made. |
Close | Close window. |
Page url: http://help.moveadminister.co.uk/updatefollowup.htm