Use the CRM functionality in the Company list and customer detail page. Users can now add a follow-up date to the customer, and automatically be set as the follow-up responsible.
Both the follow-up-date and the follow-up responsible are available as columns in the customer list using the ‘edit columns’ menu.
Using the follow-up date, will assign the follow-up activity to the user that entered the next date.
With the columns enabled, the date entered in the "Next Follow-Up" field and the assigned User will display in the List view.
The follow-up date can be updated, or cleared by clicking on the line in the company list or via the dedicated field in the customer detail page. On clearing the follow-up date, the user responsible for the follow up 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.
