Follow-ups on a document
The Follow-ups tab lists every reminder attached to the document you have open. This page covers the tab. The whole feature, including the My Follow-ups inbox, is in Follow-ups.
Video coming soon: Follow-ups tab on a documentWhat the tab shows
The tab icon carries a number: the follow-ups still pending. The number turns red when any are overdue. Each follow-up is a card with:
- A status: Pending, Completed or Cancelled. An overdue pending card is red.
- The follow-up number, and an Auto tag if the system created it.
- The title and description.
- Due, with how long ago or ahead, the person it is assigned to, and the contact it is about.
- On a closed one, "Closed by" and the document that closed it.
A pending card has four small buttons: edit, reschedule, close and delete.
Add a follow-up
Click + Add follow-up. The form asks for a Title, Follow-Up Date, Priority (Low, Medium or High), Assign To and optionally a description and a contact. A document can have several follow-ups. The full field list is on the Follow-ups page.
Which documents
Follow-ups can be added to sales invoices, quotations, sales orders, delivery challans, purchase requests, purchase orders, purchase bills, goods receipts, leads and enquiries. The tab itself shows on any document if your role can see follow-ups.
On mobile
A Follow-ups tab with a badge. Add, reschedule, edit and close are offered only with the matching permission. Before closing, the phone asks Mark "title" as completed?; the web closes at once. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Permissions
| To do this | The role needs |
|---|---|
| See the tab | View on Follow-up |
| Add, edit, reschedule, close or delete | Add/Edit on Follow-up |
The web tab shows the four buttons to a View role too. Pressing one is refused. Ask an administrator for Add/Edit.
Problems and fixes
There is no Add follow-up button
Your role has View only on Follow-up.
I closed a follow-up and was not asked for a note
Closing from this tab saves the note "Manually closed from document view" and does not ask. Deleting asks nothing either, so check the card first.