I still do not understand how this works
Suppose I scheduled a call for a client at 9am today
I call at the scheduled time and the client requests that I return tomorrow at 10:00 a.m.
For me, I should go on follow up, select tomorrow - 10am and click on create follow up
The system then would let me know at 10am tomorrow, with a pop up, that I have a follow up of this task.
But this is not what happens.
What is the logic of these fields?
Which date field, system uses to show a pop reminder?
Suppose I scheduled a call for a client at 9am today
I call at the scheduled time and the client requests that I return tomorrow at 10:00 a.m.
For me, I should go on follow up, select tomorrow - 10am and click on create follow up
The system then would let me know at 10am tomorrow, with a pop up, that I have a follow up of this task.
But this is not what happens.
What is the logic of these fields?
Which date field, system uses to show a pop reminder?
Ranieri
eCRM Web
eCRM Web