Follow-up activities are used to record what has happened / is to happen on the individual Debtor / Subject or contact person.
It is possible to access the overview of all follow-up activities from the CRM menu.
It is also possible to access this from other parts of the CRM module e.g. Customers, Vendors, Leads, Contacts, and Projects where it is possible to access follow-up activities on that lead or customer.
Creating a follow-up activity
To create a new activity, tap Add from the menu overview, after which it is possible to add a record. To change an activity, tap Edit.
Under account type, it can be selected whether the activity should be associated with a
The specific account is selected in the Account field.
Group is created under CRM / Maintenance / Follow-up groups. Read more here.
Employee is created under Company / Maintenance / Employees. Read more here.
During follow-up you have the opportunity to select the fields “Offer number” and “Last updated”, Then you can easily find the follow-ups with which nothing has happened for a long time.
The follow-up activities that are created on Customers or topics can be seen on the Subject (See more) and The Accounts Receivable card. (See more)
The menu item [Flere] shows all the activities that are on each Subject, Customer or contact