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Modify Follow-up

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This action is installed by Custmer care. It modifies an open follow-up (closed follow-ups can’t be modified).

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Parameters:

Note

Parameters marked with an asterisk are required.

Action Date

When provided, the Action Date will be updated to this value.

Assigned To

When provided, the Assigned To will be updated to this value.

Close

Yes/No. When Yes is selected, the Follow-Up will be closed.

Description

When provided, the Description will be updated to this value.

Follow-Up ID*

Numeric ID of the Follow-Up to be modified.

Status

Follow-Up Status. A value can be selected from the drop down. When populated, the Status will be updated to the selected value.

Attributes

If there is an attribute definition associated to the follow-up, the values for the attribute properties can be modified as a JSON string.

Example:

Attribute definition with 2 properties ‘Address Type’ and ‘County’:

Syntax: {"Address Type":"Residential","County";"Washington"}