Adding a Follow Up

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In a debtor or creditor, after completing all the fields as per Notes, select a follow up date and click OK to save the note.

 

follow up

 

The follow up will appear in the To-Do Tasks list on the right-hand side of the Schedule screen, as in this example, but not until the date set has been reached.

 

task list

 

Info

A follow up cannot be added to a any other object.

 

Further information

Notes and Watchouts

Notes