| Use the navigation panel to go to CRM/Maintenance/Follow-up groups. Here the user can set up groups that can be used for follow up activities. The following groups have been set up in the example below:
The groups can be further defined in the ‘Number’ column with a number or description of the status, such as ‘solved’, ‘waiting’, or ‘open’ per the example below.
Follow-up groups are used under:
|
