A customer follow-up can be added in the Customers page. To access your Customers page, click Customers in the bar that runs across the top of the screen.
1. Find the Customer
To find the customer for whom you want to add a follow-up, you can scroll through your list, or click one of the letters to filter the list, or use the Smart Search field to enter any part of the customer name, address, or any other field.
The Add Follow-up icon is indicated below. A gray icon means that no follow-up has been scheduled; a green icon indicates that one has been scheduled.
2. Add or Change Follow-Up
To add a follow-up date, click the Add Follow-Up icon. Choose the date on which you’ll follow up, then click Save Date.
To change or delete a customer follow-up, click the green Add Follow-up icon. Choose a different date and save, or click the Delete icon.
3. View Follow-Ups
A customer’s follow-up date can be viewed on the customer’s details page. To open this page, click any of the customer’s fields in the customer list: name, company, address, etc.
The follow-up date is listed at the bottom right corner of the customer summary box.
Any place to see all FU dates???