Service Description FOLLOW-UP
FOLLOW-UP
| Title | Widget | Widget Description |
| Follow-ups |  | 1. Quantity of entries with a follow-up date that are not Completed.
Click: Summary page (Display is pre-filtered to Follow-up date < Today) Available:
|
| Follow-ups |  | 1. The next 4 open entries, sorted by next follow-up date Ascending
Colour code:
Click: Switches to the detail page of the Object
2. Quantity of follow-up dates < Today that are not Completed.
Click: Summary page (Display is pre-filtered to Follow-up date < Today)
3. Quantity of entries with follow-up date that are not Completed.
Click: Summary page
Available:
|
Summary page
- Title: Follow-ups
- Lists all Objects with a follow-up date that are not Completed, including those that, for example, are no longer present in a lead List.
Grid
| Click | Swipe | Views |
| Detail page of the Object | | Table |
Column definition
| Name | Visible | Sort | Full Text | Explanation |
| Colour code | ForceVisible | Red: Follow-up date < Today Yellow: Follow-up date = Today | ||
| Object | Visible | Workflow | Leads | Opportunities | ||
| Name | Visible | Name that the Object has | ||
| Follow-up | Visible | Date | ||
| Created | VisibleOnlyLandscape | Date | ||
| Addendum | Hidden | For Opportunities, the Level is displayed For Workflows, the Level name is displayed |
Customer columns
| Name | Visible | Sort | Full text | Explanation |
| Colour code | Forced | Purple: Key account Blue: Prospect, transfer customer, new customer Red: Delivery block Orange: Not assigned
Purple has the highest priority | ||
| Name 1 | Visible | ASC | Yes | |
| Name 2 | Hidden | Yes | ||
| Name 3 | Hidden | Yes | ||
| Customer | Landscape | Yes | ||
| Street | Landscape | Yes | ||
| Postcode | Landscape | Yes | ||
| City | Visible | Yes | ||
| ABC Status | Hidden | |||
| Country | Hidden | |||
| Telephone number | Hidden | |||
| Fax number | Hidden | |||
| Hidden | Yes | |||
| Sales office | Hidden | |||
| Group of sales agents | Hidden | |||
| Price list | Hidden | |||
| Last visit | Hidden | Automatically determined. | ||
| Visiting frequency | Hidden | |||
| Due date | Hidden | The text for this column is determined as follows: No invoice discount: no visiting frequency present in the customer master data No visit: no last visit present Not due: Last visit + visiting frequency > current calendar week Now: Last visit + visiting frequency == current calendar week Overdue (1): Last visit + visiting frequency < current calendar week Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week | ||
| Visit duration | Hidden | |||
| Tour | Hidden | |||
| Start week | Hidden | |||
| Client | Hidden | |||
| Attribute1-16 | Hidden | |||
| Type (customer) | Hidden | |||
| Currency | Hidden | |||
| Area | Hidden | |||
| Customer since | Hidden | |||
| State | Hidden | |||
| Main contact | Hidden | |||
| Delivery block | Hidden | |||
| Incoterms | Hidden | |||
| Incoterms 2 | Hidden | |||
| Terms of payment | Hidden | |||
| Terms of delivery | Hidden | |||
| Customer group | Hidden | |||
| Account group | Hidden | |||
| Homepage | Hidden | |||
| Listing | Hidden | |||
| Send invoice separately | Hidden | |||
| Delivery note without price | Hidden | |||
| ILN | Hidden | |||
| Invoice discount | Hidden | |||
| Form of payment | Hidden | |||
| Customer category | Hidden | |||
| Price group code | Hidden | |||
| Association | Hidden | |||
| Advertising material | Hidden | |||
| Tax Ident Number | Hidden | |||
| VAT ID | Hidden | |||
| Status | Hidden | |||
| Order block | Hidden | |||
| Assigned | Hidden | |||
| Abbreviation | Hidden | Yes |
Workflows
For Workflow, the follow-up date corresponds to the field "Due on". Only query Workflows are displayed in the Follow-ups.
FAQ
Release
KPI Widget Follow-ups
Follow-ups due
Counts all follow-ups that are due today and in the past.
- The number shows the quantity of due follow-ups
- Red: There are due follow-ups
- Black: There are no due follow-ups
- The blue chart shows the quantity of all due follow-ups
| Included in count | |
| Opportunity | x |
| Lead | x |
| Workflow | x |
FAQ
Release