Questions by Category: "Follow ups"

Incorporating customer reference details into follow-up records can greatly enhance customer interactions, streamline communication, and elevate the overall customer experience. The "Re...more

Log in to your account and select the User Menu from the top right corner. Click on "Preferences" from the dropdown menu. Click on “Collaboration” from the left navigatio...more

Associated Object Report allows users to generate a report by merging the data from two apps in Apptivo by using the associated object reports. You can quickly generate a report on Foll...more

Follow-ups in Apptivo helps to manage all your follow-up events in a single place. It also allows you to create a highlighting based on the follow-up statuses. For example, if you want ...more

Apptivo Triggers allows you to perform automated actions like triggering an email or updating an attribute based on a particular criterion. With triggers, you are able to specify exactl...more

Apptivo Triggers allows you to perform automated actions like triggering an email or updating an attribute based on a particular criterion. With triggers, you are able to specify exactl...more

In the My Follow Up activity, select Settings from the App Header. Go to the Settings tab → Notifications → Update Notifications → Create. You will be navigat...more

Choose the Search dropdown in the header bar of My Follow Ups activity to redirect to the Advanced Search side panel. Advanced Search in the My Follow Ups allows you to search us...more

Simple Search lets you search using a search field located in the header bar. It takes a single search string as input. Consider searching for an event based on a Case number. H...more

You can view Follow Ups in two different formats in My Agenda Calendar view List view Steps to View in Calendar View Login to your account. Select “My Agenda” from the left navig...more

Follow Ups which are assigned to your employees would be found on "My Employee Follow Ups". Steps to view employees Follow up Log in to your account. On the home page, click on "Follow...more

The List Layout of the Follow Up activity in Apptivo allows you to configure the desired column sets in any view. Let’s go through the steps to configure the list layout in the Follow...more

You can easily view and complete your Follow Ups. The Follow Ups that are completed recently can be viewed in the Recently Completed Follow Ups section. Steps to view the recently compl...more

Connect to your Apptivo account and select Follow Ups from the left panel on the Home page. You will be navigated to the My Follow Ups activity. The list of views available w...more

Navigate to the My Follow Up activity. Click on the “More” icon and select “Settings” located in the App header bar. Choose the “General” dropdown and select “H...more