28 Follow Ups
From TrueERP wiki
Follow-ups
Can you enter a follow-up for another employee?
Creating an appointment from the repairs screen updates both the repair and your calendar from a single point. A follow-up on the other hand does not create an appointment but adds a reminder to do something on a given date. A follow-up consists of a date, notes (what needs doing) and an employee name. It can also be marked as Done.
How to add a follow-up for another employee.
Select Workshop tab Select Repairs List button Select a Repair Select Follow Ups tab Select the last existing Follow-up and use the down arrow on your keyboard to create a new entry Enter the date to be followed up, the note on what needs to be followed up and the employee name
This follow up will now appear in the selected employees follow-up list for the date selected.
