The Follow-Ups screen provides a centralized, visual view of all follow-up items across the system.
It is designed to help users track, prioritize, and complete follow-ups tied to Projects, Contacts, Companies, Service Tickets, and other records.

Follow-ups are displayed as cards, making it easy to identify what needs attention, what is coming due soon, and what is overdue.

The Follow-Ups screen can be accessed from the left-hand menu on the main application navigation.

Once opened, it displays all follow-ups the user has access to, organized into cards and filterable by multiple criteria.

The Views panel on the left allows users to quickly switch between common follow-up perspectives.

Typical views include:

• All Follow-Ups

• High Priority

• Assigned to Me

• Overdue

• Due Today

• Due This Week

• Replies

Selecting a view instantly updates the cards displayed in the main panel.

Each card represents a single follow-up.

• Date (Top Left)
  The scheduled follow-up date

• Type Icon
  Indicates the follow-up type (Phone Call, Email, Project Update, etc.)

• Flag Icon
  Indicates a High Priority follow-up

• Title / Project or Record Name
  Displays the associated record and follow-up summary

• Description
  Shows the follow-up details entered by the user

• Task Progress
  Displays task completion status (e.g., 2 / 4 complete) when tasks exist

Card background colors provide a quick visual indicator of urgency:

• Green — Not yet due

• Yellow — Due within the next 2 days

• Red — Overdue

These colors update automatically based on the follow-up date.

The ribbon at the top of the screen provides actions and filters related to follow-ups.

Opens the selected follow-up for viewing and editing.

Marks the follow-up as complete.

• Only available if the selected follow-up is not a Reply

Acknowledges a reply follow-up.

• Only available if:

  • You created the original follow-up

  • The selected follow-up is a Reply

Deletes the selected follow-up.

• Only available if you created the original follow-up

Opens the associated parent record (such as a Project, Company, Contact, or Service Ticket) in a new tab.

The ribbon also includes several filters to control which follow-ups are shown.

Filters follow-ups by type, such as:

• Phone Call

• Email

• Project Update

• General

Filters follow-ups based on the parent record type, such as:

• Project

• Contact

• Company

• Service Ticket

Controls how far into the future follow-ups are displayed.

This allows users to focus only on near-term tasks or plan further ahead.

Resets all filters and returns the view to its default state.

The Detail Panel on the right displays a read-only summary of the currently selected follow-up.

• Due Date

• Follow-Up Type

• Priority

• Associated Record

• Full follow-up description

If the follow-up includes tasks, they appear in a checklist at the bottom of the panel.

• Tasks can be completed directly from this panel

• All other follow-up details are view-only

• Tracking daily and weekly follow-ups

• Prioritizing high-importance customer touchpoints

• Managing replies and acknowledgements

• Quickly jumping to related records

• Completing task-based follow-ups without opening each record

The Follow-Ups screen provides a clear, visual, and flexible way to manage tasks and customer communication across the system.

By combining card-based prioritization, powerful filtering, and quick access to related records, it helps users stay organized and responsive without losing context.