---
title: "Follow-Ups"
slug: "follow-ups"
updated: 2026-07-22T12:36:24Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/follow-ups"
---

> ## 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.

# Follow-Ups

Enabled: Lets you view and manage customer follow-ups.

Disabled: ***Follow-up Search*** and ***Open Follow-up***s are not displayed on the **Applications > Customer Management** menu. Also, follow-ups are not displayed on the Journals (or Follow-ups) tab on the Customer window.

> [!NOTE]
> Note
> 
> Collections follow-ups are not affected by this permission setting.

These child permissions also apply:

Bulk Operations

Close

Edit

Edit Description

Move

New

Manager:

- Enabled: Lets you perform functions related to follow-ups requiring manager-level permissions.
- Disabled: Prevents you from performing functions related to follow-ups requiring a Manager Override.

A Manager user has greater permissions than a basic User.

| Basic Users | Manager User |
| --- | --- |
| View any follow-up. | View any follow-up. |
| Modify only follow-ups assigned to you, or to a group to which you belong. | Modify any follow-up. |
| Search for any follow-up. | Search for any follow-up. |
| Assign a follow-up to any user or group that has permission for follow-ups, but receive a warning if it is not assigned to you or a group to which you belong. | Assign a follow-up to any user or group that has permission for follow-ups. |