Enter Follow-Up information in the Add/Edit dialog.
(Show Picture)
Type | Select from the drop-down list. |
Status | Select from the drop-down list. |
Assign To | Specify the person or group responsible for working this Follow-up |
Description | Describe the purpose of this Follow-up |
Date | Date the person/group assigned to this follow-up needs to take action on this follow-up. |
Display In InfoCenter | Choose whether or not to display this Follow-up in the Account Summary InfoCenter |