The "Add a Follow-Up" action menu item allow allows you to create tasks that are can be assigned to yourself or one or more other users and / or including yourself. You will want to use follow. Follow-ups are particularly useful when want you need to assign a task that has with a due date due, but no without a specific time of day.
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Follow-ups can be assigned to any different top-level record type types such as : company locations, contacts, projects, service agreements, serviceable items, service tickets, and help desk incidents.
To create a follow-up, follow these steps:
Click on the "Add a Follow-Up" action menu item
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.
The attached company location
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for the follow-up
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will be displayed in the "Attached To
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" field.
You can change the attached record at any time by dragging and dropping
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relevant top-level record types from
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various sections of e-manage
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.
Choose a follow-up type from the "Follow-Up Type" drop-down list box.
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Enter a description or subject in the "Regarding" text box.
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Choose a Due By Date using the Due By Drop Down Calendar Box
Select a due date using the drop-down calendar box in the "Due By Date" field.
Indicate whether the follow-up is high priority or not.
Assign at least one user to the follow-up.
Click the Save
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button.
Once a follow-up is saved, a pop-up notification will appear on the assigned user's computer that . If the follow-up was is assigned to . If it was assigned to you, you will get receive a notification within 2 two minutes of having saved saving the follow-up.