Followup
There are two sub tabs under the Followup tab:
Followups
Refusals
The Refusal tab is user access only , so to give access go to User Setup > User Access > Followups to “Hide Refusal Tab”. When this option is checked off for a user, they will no longer be able to view the Refusal tab within the Followups action tab, when unchecked the user will have access.
Followups
The right side of the followups allows the user to sort the followups by:
Reason
Assigned To
All
Due Today
Past Due
Upcoming
The Followup information displays:
Assigned To - Who the followup is assigned to
Created By - who created the followup
Contact Type
Customer
Vehicle
Due Date
Comment
Entry Date - the date and time the followup was created
To open the customer profile double click on a followup
Refusals
The right side of the Refusals tab allows the user to filter by:
Date range or select a date
Reason
Service
Origin
Type
Users can set a default for date range, when a default is set the heart displays as red, when no default is set the heat will be grey.
The Refusals information displays:
Ro/Appt #
Entry Date
Appt
Username
Customer Name
Vehicle
Service
Refusals
Reason
Comments
To Due Date
DMS#
To view the customer double click on the refusal