View Follow-ups

Use the View Follow-ups form to enquire on the CRM Follow-ups database.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Organisation

Select the organisations for the records to view. The list of selections displays in the field on the right of Organisation.

If you hold your mouse pointer over the Organisation button, the button's label changes to Add Children. Click the button to add all the child organisations for the selected organisations to the selected criteria field on the right. Child organisations are all the organisations that appear below the selected organisation in the organisation's hierarchy.

Contact

Select the contacts for the records to view. The list of selections displays in the field on the right of Contact.

Status

Select the status of the follow-ups to view. The list of selections displays in the field on the right of Status.

Type

Select the types for the records to view. The list of selections displays in the field on the right of Type.

Type is auto allocated when you create the record, based on the module from which you gained entry.

Start Date

Enter the start date from which to view the records. You can enter the date in these formats:

9 August 19
9 August 2019
09/08/19
09/08/2019

Your setting for the date format might be different. Check the User Preferences form to determine what your setting is.

You can use the operators + or - in the Date field to add or subtract a number of days from the start date — for example:

Today+7 in the Date field displays items (such as Follow-ups) for the seventh day from today.
Today:Today+7 in the Date field displays items for the next seventh days.

Due Date

Enter the due date from which to view the records. You can enter the date in these formats:

9 August 19
9 August 2019
09/08/19
09/08/2019

Your setting for the date format might be different. Check the User Preferences form to determine what your setting is.

You can use the operators + or - in the Date field to add or subtract a number of days from the start date — for example:

Today+7 in the Date field displays items (such as Follow-ups) for the seventh day from today.
Today:Today+7 in the Date field displays items for the next seventh days.

View

Select the records to view. You can select:

All - All records are available, no limitation based on the owner of the record.
Mine - Only the records that are assigned to you are available.
Team - Only the records that are assigned to your team(s) are available.

Leads

Select this option if you only want to view records that have references to leads.

References to leads are established when you create the follow-up, by selecting the reference as a lead and then the lead record.

Quotes

Select this option if you only want to view records that have references to quotes.

References to quotes are established when you create the follow-up, by selecting the reference as a quote and then the quote record.

Communications

Select this option if you only want to view records that have references to communications.

References to communications are established when you create the follow-up, by selecting the reference as a communication and then the communication record.

Service Requests

Select this option if you only want to view records that have references to service requests.

References to service requests are established when you create the follow-up, by selecting the reference as a service request and then the service request record.

Fund Raising

Select this option if you only want to view records that have references to fund raising.

References to fund raising are established when you create the follow-up, by selecting the reference as a fund raising and then the specific pledge or donation record.

Blank References

Select this option if you only want to view records that has no references.

references are established when you create the follow-up, by selecting the reference and then the record.

Greentree Desktop only retrieves records that do not have any references selected.

Only Open

If you select this option, only open records display.

View Table

The table lists all the records for the criteria entered.