Normally follow-ups only appear on the Journals tab. You can select certain follow-ups to also appear on the Summary tab. This is referred to as “retaining” a follow-up. To display a follow-up on the Customer Summary tab:
Click the Journals tab in the Customer window.
Right-click on the appropriate follow-up and select Display on Customer Summary Tab.
Notes:
You can undo the setting from the Summary or Journals tab.
Selecting a follow-up that is referenced to an Order displays the View Journals for Order menu. This menu option is not displayed on customer follow-ups.
Removing Follow-ups from the Summary Tab
To remove a follow-up from the Summary tab in the Customer window, from either the Summary tab or the Journals tab:
Right-click on the follow-up and select Remove From Customer Management Tab.
This removes the follow-up from the Summary tab in Customer Management. The follow-up can only be viewed from the Journals tab.
Check Box: Include Items beneath Follow-Ups and Troubles
A check box at the bottom of several tabs (on the Customer window) lets you view child items associated with Journals, Follow-Ups and Trouble Tickets.
When the check box is selected on the Customer Summary tab:
All child/nested retained Journals, Follow-Ups and Trouble Tickets are displayed in the lower grid for the customer.
When the check box is selected on the Journals tab:
All child/nested Journals, Follow-Ups and Trouble Tickets are displayed in the grid.
When the check box is selected on the Troubles tab:
All child/nested Trouble Tickets are displayed in the grid.
By default the check box is cleared; it needs to be selected every time a customer window is displayed in order to work.
Note
Selecting this box may cause a large amount of data to be returned and can affect system performance.