--- title: "Managing Follow-ups" slug: "managing-follow-ups" updated: 2026-07-30T13:12:19Z published: 2026-08-11T11:43:17Z canonical: "help.idibilling.com/managing-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. # Managing Follow-ups #### View and Add Follow-ups Via the InfoCenter You can view existing Follow-ups and add new ones via the Follow-ups tab in the InfoCenter. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83778.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) To add a Follow-up from this view, begin by entering the Follow-up description. This displays the other fields for completing the Follow-up entry. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83776.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) Clicking on a Follow-up in the InfoCenter takes you to a more detailed view of the Follow-up on the Follow-up page where you can view, add and manage Follow-ups for the Ticket. #### The Follow-ups Page The Follow-ups page lets you view and add Follow-ups, and also lets you edit, close and add reminders. Reminders alert assigned users to an approaching due date/time. Click ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83764.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D)on the Action bar to display the Follow-ups page for the Ticket. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83786.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) Selecting a Follow-up from the list at the left displays additional details in the right pane, and provides icons for adding, editing closing, and adding/removing a reminder. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83791.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) If you open the page by clicking the Follow-up icon in the action bar, all Follow-ups are listed by default. You can choose to view a specific Follow-up by using the search fields. Enter a Follow-up ID, Type or Status, or click **More Options** for additional search criteria. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83794.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) If you open this page by selecting a Follow-up in the InfoCenter, only that Follow-up will be listed by default. You can expand the list to show all Follow-ups for the Ticket by clicking the **Remove this filter** link. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83797.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) The right side of this page provides two tabs for viewing Follow-up information: - Description (default view) - Journals A third Additional Information tab is available when applicable. #### Adding and Managing Follow-ups - To add a Follow-up: Click **+** , and use the resulting view to enter the Follow-up information. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83800.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83801.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%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 and time the person/group assigned to this follow-up needs to take action on this follow-up. | - To edit a Follow-up: Click the Edit (pencil) icon and use the resulting view to change any editable Follow-up information as needed. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83804.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83805.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%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 and time the person/group assigned to this follow-up needs to take action on this follow-up. | - To close a follow-up: Click the Close icon. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83808.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83809.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A41Z&se=2026-11-14T12%3A03%3A41Z&sr=c&sp=r&sig=xBO5XN2lPVgzNrC1SJt666KEgRUZvrHhefuzZaY4S0s%3D) The Close dialog displays a warning that the Follow-up cannot be modified once it’s closed, and provides a drop down to specify the status once the Follow-up is closed. > [!NOTE] > Note > > If a Follow-up is closed before a reminder is due to be sent, the reminder will not be sent. You can cancel out of the Close action if needed. #### Reminders A reminder sends an email to the assigned user/group to alert them when the due date/time is near. You can set the reminder to be sent n days or hours before the due date/time. Reminder functionality must be enabled in your system as described in ***Setup***. Enabling creates a recurring trigger with a Send Follow-up Reminder action, and makes the Add/Remove Reminder icon available, as applicable, in the Follow-up Details view. For details on adding and managing reminders, see [Working with Reminders](/v1/docs/working-with-reminders).