---
title: "Add/Edit Follow Up"
slug: "add-edit-follow-up"
updated: 2026-07-14T15:22:57Z
published: 2026-07-14T15:22:57Z
canonical: "help.idibilling.com/add-edit-follow-up"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add/Edit Follow Up

Enter Follow-Up information in the Add/Edit dialog.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78699.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A48Z&se=2026-11-14T11%3A49%3A48Z&sr=c&sp=r&sig=8fqvqKZKNrjWa98znbd%2B7JtlzwQzKbW7J%2Bprzrhe3jA%3D)

| 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 |