Add options to "follow up" other than just "tasks"--i.e. allow to set appointment, schedule call etc

17 votes

Done Tasks Suggested by: robin (02 Mar, '18) • Upvoted: 23 Feb, '19 • Comments: 2

Comments: 2

02 Mar, '18
Andrew Cummins Admin
Note: The Follow Up option on Notes presently has the ability to "Create Task", "Send as Email", "Make Phone Call" and "Schedule Appointment".
21 Jun, '19
Andrew Cummins Admin
ADMIN: This capability was added in the May 2019 update.