Create a reminder

Follow-up reminders may be specified for any communication history item which will display as a Reminder in the Task List on the designated date.

Follow-Ups may be designated for another staff member to complete by selecting the desired Rep on the Follow-Up entry.

Add a Follow-up to an existing entry

1.	Find the desired communication that requires a follow-up on the members’ Communication tab.

2.	If no follow-up entries currently exist, click add follow-up in the Follow-up column on the Communication tab. If follow-ups entries already exist for an item, click the title of the desired event, then click Add a New Follow-up Entry.

Figure 4-9a Add a follow-up

3.	Complete the New Follow-Up Entry screen fields. See Figure 4-10.

4.	Click Save & Exit.

Figure 4-10 New Follow-Up Entry

Create new entry and follow-up at the same time

1.	On the Communication tab, click Notes and Follow-Up from the New Communication drop-down menu.

Figure 4-10a Select Notes and Follow-UP

2.	Complete the New Correspondence Entry window.

Figure 4-10b Create an entry and follow-up at the same time

3.	Click Save.