Add Follow-up type

Audience:
settings
•
Version: 10.5
• 2 minutes to read
 • 2 minutes to read

Follow-up types are defined in the Lists screen in Settings and maintenance. The types are displayed as items in the Follow-up - Type list.

Steps

  1. Select Lists in the Navigator.

  2. Select Follow-up - Type from the dropdown menu. The Items tab displays all existing follow-up types.

  3. Click Add to open the Edit list item dialog.

  4. Enter the required name of the item in the Name field. (Mandatory)

  5. Click next to the Type field and select the required follow-up type from the list box.

  6. In the Direction field, specify if the follow-up is outgoing or incoming by clicking the arrow and choosing from the list box.

  7. In the Color field, choose which background color this follow-up type should have in the Diary screen. This setting will then apply across the organization.

  8. In the Intention field, click the arrow and select one of the predefined options from the list box. These items are used in connection with status monitors in SuperOffice CRM (requires a licence for SAINT).

  9. Optionally, type in a description of the item in the Description field.

  10. Click Save to apply your changes or Cancel to discard them.

Intention

  • Check the All day option if you want it to be possible to select a duration of a whole day for the follow-up type in the follow-ups dialog in SuperOffice CRM.

  • Check the Free option if you want it to be possible to specify free and busy times for the follow-up type in the follow-ups dialog in SuperOffice CRM.

  • Check the Publish option if you want it to be possible to specify, in the follow-ups dialog in SuperOffice CRM, that the follow-up in question should be made available to external users.

Tip

You can create new options in addition to the predefined ones by adding them to the Follow-up - Intention list in Settings and maintenance.