Working with Follow-Ups

Follow-ups are used to define and track actions that need to be performed on a customer account. Follow-ups can be assigned manually when the follow-up is entered via the IDI Desktop Client or automatically to a specific user group.

See also:

Adding/Editing a Follow-up

Adding or Editing a Journal Entry on a Follow-up

Moving Journals, Follow-Ups and Trouble Tickets

Closing a Follow-up

Displaying a Follow-up on the Summary Tab

Printing a Follow-up

Auto-assigning Follow-ups and Trouble Tickets

Open Follow-ups

Follow-up Search

Bulk Close Follow-ups

Bulk Reassign Follow-ups

Permissions