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.

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Follow Ups Tab

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Any Follow Ups for the customer set to display in the InfoCenter are displayed on this tab.

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  • To add a Follow Up, click in the Add a Follow-Up... field and enter the Follow-up description.

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    Upon entering text in that field, additional fields are displayed below.  

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    Click SAVE when you are done entering the information.

  • To remove a Follow Up from the InfoCenter, clickUG template for Help.

  • To edit an existing Follow Up, click on the Follow Up to display the Follows Ups page.

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