attachedapps Support

How do I add Follow-up items to Customer Projects?

UPDATED April 5, 2016

 

You can use the Follow Up tab in attachedCustomers to track both notes and follow-up items related to customer interactions in one central location. 

 

From your customer detail screen you can go to the Follow Up tab where you can select to add either a Follow-up (to do item) or a note.

If you choose to add a Follow-up, you'll need to enter a subject and a due date.  By default Follow-ups are assigned to the staff member that is logged in but you can assign items to any other active staff member in attachedapps. 

You can also set up email notifications for Follow-up items in the Settings area according to your preference.

If you choose to add a note (e.g. notes from a meeting with the customer), click ADD NOTE and enter your notes directly into the customer record.

The date stamp for your Follow-up items give you a nice trail of interactions you or any other staff member have with your customers.

 

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