Open Follow-Ups

You can view and maintain all open follow-ups that are assigned to you, via the Open Follow-Ups window.

To access all open follow-ups that are assigned to you:

1. On the Applications menu, click Customer Management > Open Follow-Ups.

   OR

   Double-click the Follow-Up icon displayed in the bottom right-hand corner of the IDI Desktop Client window (icon only appears if you have open follow-ups assigned to you).

   

   Note

   If you hover your cursor over this icon, a pop-up box appears that tells you how many open follow-ups are assigned to you and the other people in your user group and how many of those open follow-ups are past due.

   This displays the Open Follow-Ups window, showing those follow-ups that are open and assigned to you (the person who is currently logged into the system).  

   (Show picture)

   

   Note

   Your User Name appears in the window's title bar. For example, if the title bar in the window says “Open Follow-Ups for bnob”. “bnob” is the User Name of the person who is currently logged in and requesting the Open Follow-Ups window.

   Note

   Only accounts matching the user limit-to profile of the user, or follow-ups assigned to the current user, are shown. If you try to access an account that does not belong to your user limit-to profile (i.e., follow-up was assigned to you, but the account is outside of your ULT Profile), an error is displayed and the account does not open.

   The Open Follow-Ups window provides the following information:

   1st column	Flag indicating the status of the follow-up. The color of the flag indicates whether the follow-up is open or closed (green). If it is open, the color indicates its status/severity orange indicates due today, while red indicates past due). See Journal Class for more information.
   2nd column	Icon indicating the type of follow-up: Personal Notification Customer Management Collections Report
   Journal Class	Journal Type group - in this case, the Follow-Up Journal Class.
   Journal Type	Journal type assigned to this follow-up.
   Reference To	Customer account number or trouble ticket number associated with the follow-up, if applicable. Note This field cannot be modified and is displayed when a follow-up or trouble ticket is added at the customer level. When a follow-up or trouble ticket is created at the Global level, this field is left blank. It is also blank for Report follow-ups.
   Customer Name	Name of the associated customer, if applicable.
   Description	Additional text entered with this follow-up. Select a row to see the complete description in the Description section below the list.
   Assigned To	Person/group assigned to the follow-up.
   Action Date	Date the person/group assigned to the follow-up needs to contact the customer regarding their account.
   Journal Status	Status of the associated journal entry.
   Entered By	User ID assigned to the person who created the follow-up.
   Entry Date	Date the follow-up was created.
   Close Date	The date the Journals entry was closed.
   Closed By	ID of the person who closed the follow-up. Note This field is always empty in the Open Follow-Ups window.
   Bill Cycle	Customer's bill cycle, if applicable
   ID	Unique ID the system assigned to the follow-up when it was added to the system.
   Last Modified	Date of the most recent change.
   Modified By	ID of the user who made the most recent change.

From the Open Follow-Ups window, you can perform the following functions by right-clicking on the desired follow-up and selecting the function you want to perform. The menu options that are available to you vary depending upon your permissions and the type of the follow-up you select.