Customizable Class Management

Follow ups are reminders to follow-up with a contact, such as calls to be returned or payment to be collected. Follow-ups are connected to notes, so a Note must first be created for a contact, then you can schedule a follow-up to that note.

To schedule a follow up  

1. On the Edit Note page, click the Follow Ups tab.

2. Click Add new follow up....
   
   The Add Follow Up page displays.

3. Click in the Type box and select a follow up type from the list.

4. Click in the Follow Up By Date box and click the arrow to the right of the box to select the date or type a date the follow up should be completed.

5. Click in the Time box and select a time from the list.

6. Click the Comments tab, and then type the information for the follow up.

7. Click the Save and Return button to return to the Edit Note page.

To edit a follow up  

1. On the Edit Note page, click the Follow Ups tab.

2. Click the Edit button next to the follow up you want to edit.   
   
   The Edit Follow Up page displays.

3. Click in the Type box to change the follow up type.

4. Click in the Follow Up By Date box and select the date or type a date the follow up should be completed.

5. Click in the Time box to change the time the follow is due.

6. Click the Comments tab, and then type to change or add comments to the follow up.

7. Click the Save and Return button to return to the Edit Note page.

To delete a follow up  

1. On the Edit Note page, click the Follow Ups tab.

2. Click the Edit button next to the follow up you want to delete.

3. Click the Delete button on the toolbar.

4. Click Yes to confirm the deletion.