Follow-ups

A follow-up is a reminder about open product and purchase issues. You can set up Personal follow-ups for individuals, such as yourself. Alternatively, you can set up General follow-ups as an internal information tool for departments/offices in your organization.

Example

You can use our web admin tool to view customers and edit customer data. For more information, see Customers > Customer Profile. Use follow-ups as reminders for:

• Completing purchase or product data
• Contacting customers or Cleverbridge regarding purchases

All of your current follow-ups are displayed on the dashboard.

Add a follow-up

To add a follow-up, do the following:

1. On the purchase overview page, click Add Follow-Up. The Add Follow-Up window opens.

2. Click one of the following buttons, depending on who the follow-up is intended for:

   • Office/Department
   • User

3. Select the date and time when you want the reminder to activate.

Important

Remember to enter the date and time in your local time zone.

4. Select options from the following drop-down menus:

Field	Description
Category	Category to classify the follow-up.
Office	Office for whom the follow-up is intended. Note: This drop-down is only available when you select Office/Department.
Department	Department for whom the follow-up is intended. Note: This drop-down is only available when you select Office/Department.
Assignee	User for whom the follow-up is intended. Note: This drop-down is only available when you select User.
Reason	Reason for the follow-up. Note: The available reasons vary depending on the category you select.

5. Enter a Subject line for the follow-up.

6. Enter additional information in the Add note (optional) field.

7. Click Add Follow-Up.

Manage your follow-ups

To manage your follow-ups, do the following:

1. In the main menu, click Manage > Search > Customers.

2. Click the General or Personal button, depending on your needs. A table with all applicable follow-ups opens. In the table, you can view the following information about your follow-ups:

Field	Description
Date and Time	Date and time when the follow-up will be/has been activated.
Category	Category to classify the follow-up.
Department	Department for whom the follow-up is intended. Note: This drop-down is only available when you select Office/Department.
Reason	Reason for the follow-up. Note: The available reasons vary depending on the category you select.
Reference Number	Identification number for the purchase.
Subject	Subject line for the follow-up.
Assignee	User for whom the follow-up is intended. Note: This drop-down is only available when you select user.
Done	Select the checkbox to mark the follow-up as finished.

You can also use the ... button to do the following:

Option	Description
Open	Opens a window that allows you to edit the follow-up.
Copy	Copies all of the information in the follow-up table row.
Delete	Deletes the follow-up from the table.

Did you find this doc useful?