--- title: "Working With Follow Ups" slug: "working-with-follow-ups" updated: 2026-07-14T15:22:52Z published: 2026-07-14T15:22:52Z canonical: "help.idibilling.com/working-with-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. # Working With Follow Ups Follow-ups are used to define and track actions that need to be performed on a customer account. #### How to Access You can access the Follow-Ups page: - from an existing Follow-Up on the Account Summary InfoCenter **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83950.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) In this case you'll see just the follow-up you selected on the Account Summary. OR - from the ***Customer*** menu by choosing **Account** > **Follow-ups**. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83951.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) In this case you'll see all Follow-ups on the account. Click through the list to display each Follow-up's details to the right. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83953.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) OR - Use the Applications menu **SEARCH** option - To perform a search: 1. Click **SEARCH** in the Applications menu. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77148.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) 2. Click the down arrow to show all search options. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83959.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) 3. Choose **Follow-Up**. Enter one of the criterion as indicated in the search field, or click **More Options**. - Closed follow-ups are filtered off by default. You can choose to include closed follow-ups. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79971.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) - You can multi-select the ***Assigned To*** field. This allows searching for follow-ups assigned to specific users and/or groups. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79974.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) - Overdue follow-ups are marked with and display ***Overdue*** hover text. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79977.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) - The default sort order of the results shows the oldest follow-ups first. 4. If multiple items are returned in the search results you can click a link in the Follow-Up column to go directly to that item, or click a link in the Account Number column go to the applicable Account Summary. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79979.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) #### Using the Follow-Up Page Select a specific Follow-up to work with by clicking through the list on the left. The default view filters off closed Follow-ups with an option to include closed Follow-ups. Overdue and closed Follow-ups are clearly marked. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83954.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) - A button is available for closing an open follow-up. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83955.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) - The **Description** and **Journals** links let you alternately view the Description or view/add Journals on the selected Follow-up. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83956.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) - You can view/attach a document on a selected Follow-Up by clicking the paper clip. - To add a new Follow-up click **NEW**. To edit an existing one, select the Follow-up from the list on the left and then click **EDIT**. **(More)** Enter Follow-Up information in the Add/Edit dialog. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78699.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D) | Type | Select from the drop-down list. | | --- | --- | | Status | Select from the drop-down list. | | Assign To | Specify the person or group responsible for working this Follow-up | | Description | Describe the purpose of this Follow-up | | Date | Date the person/group assigned to this follow-up needs to take action on this follow-up. | | Display In InfoCenter | Choose whether or not to display this Follow-up in the Account Summary InfoCenter | - You can also search for an existing Follow Up by ID, Type or Status, or click **More Options** to select from additional search criteria. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83957.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A50Z&se=2026-11-14T11%3A42%3A50Z&sr=c&sp=r&sig=ltUhOwZtoSe0fVLnvqiTeiHsAytWUCsL0yzSes4LMIs%3D)