---
title: "Working with Follow-Ups"
slug: "working-with-follow-ups-1"
updated: 2026-07-16T09:57:36Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/working-with-follow-ups-1"
---

> ## 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.

# 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](/v1/docs/adding-editing-a-follow-up)

[Adding or Editing a Journal Entry on a Follow-up](/v1/docs/adding-or-editing-a-journal-entry-on-a-follow-up)

[Moving Journals, Follow-Ups and Trouble Tickets](/v1/docs/moving-journals-follow-ups-and-trouble-tickets)

[Closing a Follow-up](/v1/docs/closing-a-follow-up)

[Displaying a Follow-up on the Summary Tab](/v1/docs/displaying-follow-ups-on-the-summary-tab)

[Printing a Follow-up](/v1/docs/printing-a-follow-up)

[Auto-assigning Follow-ups and Trouble Tickets](/v1/docs/auto-assigning-follow-ups-and-trouble-tickets)

[Open Follow-ups](/v1/docs/open-follow-ups)

[Follow-up Search](/v1/docs/follow-up-search)

[Bulk Close Follow-ups](/v1/docs/bulk-close-follow-ups)

[Bulk Reassign Follow-ups](/v1/docs/bulk-reassign-follow-ups)

[Permissions](/v1/docs/follow-ups)