Navigation:  Follow-Ups > By Me >

Open Follow-Up By Me

Previous topic Next topic JavaScript is required for the print function Mail us feedback on this topic! Mail us feedback on this topic!  

 

 

 

General Fields:

CustomerName of customer.
CorporateName of corporate company.
CreatorInitials of creator and name of user.
DateDate of follow-up and day of week.
TimeTime of follow-up.
SubjectSubject of follow-up.
NotepadFollow-up notepad.
Press the button to stamp notepad with user initials, date and time.

 

Reminder Fields:

DateDate of reminder and day of week.
TimeTime 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:

RemoveRemove the highlighted recipient from the recipients list.
Remove AllRemove all recipients form the recipient list.

 

Xplore features are available from this browse.

 

User Controls:

AddAdd the highlighted user to the recipient list.
Add AllAdd all users to the recipient list.

 

SaveClose window and save any changes you have made.
CloseClose window.

 


Page url: http://help.moveadminister.co.uk/updatefollowup.htm