Every screen and control named on this page is checked against the product at build time. If a name here does not match your screen, your workspace is on an older release.

See and add follow-ups on an invoice, an order or any record

You do not have to open Follow to see what is waiting. Every app’s home page, and the records you work on, carry their own follow-ups.

You need

• follow.followups.read
• follow.followups.create

Steps

1. On an app’s home page, the Follow-ups panel lists the open follow-ups for that app that you may see.
2. Open an invoice, a bill, a quotation, a sales order, a purchase order, a hotel reservation or guest, a booking appointment or a task. Its Follow-ups section lists the follow-ups about it.
3. Press Add follow-up to add one about that record: what to chase and when, then Save. It is filed against the record, so it shows there and in Follow.
4. Drafts you leave behind come back to you. A few hours after you leave an unfinished quotation or order, it appears under You left these unfinished at the top of Follow and in the assistant panel: press Continue, Later or Discard.

The section needs the permission to read follow-ups, and adding one needs the permission to create them. Without the Follow app installed, the section is not shown.

Related

• Let Follow raise follow-ups for you
• Chase what you are waiting for