Setting a Follow Up Reminder

UNDER REVIEW

If you select Save while creating a partner note, you will have the option to add a follow up to the note. By adding a follow up, you will have a record of how you want to follow up with this partner.  By setting an email reminder, you can receive an email to remind you to follow up with the partner.  You can set this up so that Aegis CRM will send you the email with the lead time that you feel that you need.

When you select Save while creating a partner note, the Follow-ups section will be displayed below the Note Details section:

To add a follow up to a note, you will need to:

1. Click on the Add link at either the top or the bottom of the Follow-ups section. The Partner Notes -- Add/Edit Follow-up screen will be displayed:
   
   
2. Enter the date that you want to follow up with the partner in the Follow-up Date text field. You can also use the calendar icon to select the date.
3. Choose the time that you want to follow up with the partner in the dropdown menu.
4. Choose the method to use for the follow up from the Method dropdown menu. The available methods will depend on your database set up.
5. Choose the result of the follow up from the Result dropdown menu once the follow up has been completed. The available results will depend on your database set up.
6. (optional) Set up an email reminder to remind you when it is time to follow up with the partner. To set an email reminder, you will need to do the following:
   1. Check the Set Email Reminder check box.
   2. Select the date that you want to receive the reminder.
   3. Choose the time that you want to receive the reminder.
   4. Choose who should receive the reminder email. You can enter additional email addresses in the Additional email addresses (separated by semicolons) text field.
   5. Enter the reminder text in the text field provided.
7. Click on one of the following options:
   • Click on Save to save the follow up reminder and return to the Note Details screen.
   • Click on Save & New to save the follow up reminder and enter a new one.
   • Click on Cancel to not save the follow up reminder.