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Doubt - Creating a follow up
#17
Does not seem very easy to use

Suppose I create a task for my assistant, schedule a meeting with the client

She calls and the customer says "I'm busy right now, call me in 30 minutes please"

She needs

go to task status, mark as completed,
go down the screen and go on the follow up,
choose today's date,
change the time,
choose the type of activity

and can not forget to check the check box - create follow up.

This check box is something else that causes the user to mark a date and needs to check the box as well? What is the need? or better in what situation the user would put a date but do not want to create the follow up?
Ranieri
eCRM Web
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Messages In This Thread
Doubt - Creating a follow up - rslemer - 12-04-2017, 04:26 PM
RE: Doubt - Creating a follow up - rslemer - 12-06-2017, 08:35 PM
RE: Doubt - Creating a follow up - rslemer - 12-07-2017, 12:41 AM
RE: Doubt - Creating a follow up - rslemer - 12-07-2017, 03:53 PM
RE: Doubt - Creating a follow up - rslemer - 02-06-2018, 07:25 PM
RE: Doubt - Creating a follow up - rslemer - 02-06-2018, 11:57 PM
RE: Doubt - Creating a follow up - rslemer - 03-05-2018, 09:03 PM
RE: Doubt - Creating a follow up - rslemer - 03-05-2018, 11:22 PM
RE: Doubt - Creating a follow up - rslemer - 03-06-2018, 10:10 AM
RE: Doubt - Creating a follow up - rslemer - 03-10-2018, 03:14 PM

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