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Doubt - Creating a follow up
#9
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?
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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