Use this form to enquire on the CRM Follow-ups database.
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 this field.
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 this field.
Status
Select the status of the follow-ups to view. The list of selections displays in the field to the right of this field.
Type
Select the types for the records to view. The list of selections displays in the field to the right of this field.
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:
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:
Due Date
Enter the due date from which to view the records. You can enter the date in these formats:
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:
View
Select the records to view:
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.