--- title: "Open Follow-Ups" slug: "open-follow-ups" updated: 2026-08-10T20:23:30Z published: 2026-08-10T20:23:30Z canonical: "help.idibilling.com/open-follow-ups" --- > ## 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. # 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). ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/13099.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) > [!NOTE] > 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)** ![OpenFollowUpsForUser](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/60856.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) > [!NOTE] > 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] > 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](/v1/docs/journal-class) for more information. | | --- | --- | | ***2nd column*** | Icon indicating the type of follow-up: ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/13067.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) Personal ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/13068.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) Notification ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/13071.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) Customer Management ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/13072.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) Collections ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/13073.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A03%3A35Z&se=2026-11-14T12%3A03%3A35Z&sr=c&sp=r&sig=JoZQNVqBMItPL5t4uVKwRRJFIos0w0IFPSpdKRnQmQg%3D) 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] > 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] > 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. | Menu Option | Linked To Customer Account | Linked To Trouble Ticket | | --- | --- | --- | | [Edit](/v1/docs/adding-editing-a-follow-up) | X | X | | [View > Trouble Ticket](/v1/docs/editing-a-trouble-ticket) | | X | | View > Customer | X | X | | **View Journals for Order** Opens up the Journals window for the order specified. From this window you can access the shortcut menu and Filter, Edit, View, Delete or Create a new Journal, Follow-up or Trouble Ticket. | | X | | [Move](/v1/docs/moving-journals-follow-ups-and-trouble-tickets) | X | X | | [Close Follow-Up](/v1/docs/closing-a-follow-up) | X | X | | [Display On Customer Summary Tab](/v1/docs/displaying-follow-ups-on-the-summary-tab) | X | | | [Bulk Close Follow-Ups](/v1/docs/bulk-close-follow-ups) | X | X | | [Bulk Reassign Follow-Ups](/v1/docs/bulk-reassign-follow-ups) | X | X | | [New > Follow-Up](/v1/docs/adding-editing-a-follow-up) | X | X |