How followups are created

The ability to set a reminder on a specific document, job or customer is helpful in various situations in everyday agency work.

Creating followups is possible in the following modules:

• estimate

• invoice

• credit invoice

• contact

• job

• customer account

• customer

To create a followup, open the "Followup" tab in the respective document, here for example in an estimate.

You can now create a new followup via the button "Create new conversation note or followup".

In the dialog that opens you have the following options:

• Enter note text: A descriptive text for the followup; it is also possible to leave just a note to document a process without assigning it to a user as a followup.

• Visible to: If desired, you can restrict the visibility of a followup to one or more people. This can be useful if you want to create a private followup for yourself or share sensitive project information only with a small circle of colleagues.

• Reminder on: Selection of the date. This date is relevant for the configured notifications and the display of the followup in Die Agenturverwaltung. After this date the followup will be marked as overdue.

• Reminder to: You can assign a reminder to yourself or to another user so that they are reminded.

Followups in purchase invoices

When recording purchase invoices followups are also used in that a user who records the purchase invoice can then notify a project manager via a followup so that they can assign the purchase invoice to their job (as an external service). This is useful in agencies where accounting records purchase invoices but lacks domain knowledge about individual customers and their jobs and therefore leaves the assignment to the respective project managers.

Such a followup is created in the "Project assignment" tab of a purchase invoice.

Using the selection field "Should someone else make the project assignment?" a followup can be created and directly assigned to the user selected in the dropdown element.

The selected user will then see an entry titled "Please make project assignment" in the followup overview and can navigate directly to the project assignment via a link in the entry.