---
title: "Displaying Follow-Ups on the Summary Tab"
slug: "displaying-follow-ups-on-the-summary-tab"
updated: 2026-08-10T20:23:30Z
published: 2026-08-10T20:23:30Z
canonical: "help.idibilling.com/displaying-follow-ups-on-the-summary-tab"
---

> ## 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.

# Displaying Follow-Ups on the Summary Tab

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:

1. Click the **Journals** tab in the Customer window.
2. 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:

1. 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.

![include items checkbox - generic lower customer window](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/72024.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A55Z&se=2026-11-14T12%3A04%3A55Z&sr=c&sp=r&sig=CsMtuiZFQVN5CiziVU%2BA%2Bt%2BXkEN3U%2B5u69kt96nbxeY%3D)

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]
> Note
> 
> Selecting this box may cause a large amount of data to be returned and can affect system performance.