Add a Follow-Up to a Company

The "Add a Follow-Up" action menu item allows you to create tasks that can be assigned to yourself or other users. Follow-ups are particularly useful when you need to assign a task with a due date but without a specific time of day.

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Follow-ups can be assigned to different top-level record types such as company locations, contacts, projects, service agreements, serviceable items, service tickets, and help desk incidents.

1. To create a follow-up, follow these steps:

   1. Click on the "Add a Follow-Up" action menu item.

   2. The attached company location for the follow-up will be displayed in the "Attached To" field.

   3. You can change the attached record at any time by dragging and dropping relevant top-level record types from various sections of e-manage.

   4. Choose a follow-up type from the "Follow-Up Type" drop-down list box.

   5. Enter a description or subject in the "Regarding" text box.

   6. Select a due date using the drop-down calendar box in the "Due By Date" field.

   7. Indicate whether the follow-up is high priority or not.

   8. Assign at least one user to the follow-up.

   9. Click the Save button.

Once a follow-up is saved, a pop-up notification will appear on the assigned user's computer. If the follow-up is assigned to you, you will receive a notification within two minutes of saving the follow-up.