We have added some CRM functionality to the customer list and customer detail page. Users can now add a follow-up date to the customer and will then automatically be set as the follow-up responsible.

Both the follow-up-date and the follow-up responsible will be available as columns in the customer list using the ‘edit columns’ sidebar.

It will assign the follow up activity to the user that entered the next follow-up date.

With the columns enabled, it will display the date entered in the "Next Follow-Up" field and the assigned User.

The follow-up date can be updated, or cleared by clicking on the line in the customer list or via the dedicated field in the customer detail page. On clearing the follow-up date, the follow-up responsible will also automatically be cleared.

The follow-up dates in the customer list will automatically turn orange when they are overdue.

Users can use this visual indicator, or the dedicated filters for this column to easily get an overview of the overdue or upcoming follow-ups.