Scheduling Follow Ups

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Beki Call

• November 04, 2015 03:50

How do we schedule follow ups?

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  Eric Johnson

  • November 04, 2015 23:38

  In the Up Next module, you can schedule a follow up when you are completing a Connect. You will see the dropdown just below the notes box. When you are in their record on the Teams page, you'll see the Follow up dropdown right under their name.

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  Stacey Arpin

  • February 24, 2016 23:17

  Instead of follow up options being set restricted time frames, could you please change it to a date option that we can choose rather than having to choose the templet options?

   

   

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  Barrie T.

  • February 25, 2016 14:52

  Stacey, thanks for the suggestion! We'll definitely consider it for a future release.

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  Christianne Brennan

  • February 25, 2016 21:32

  are we able to send out automatic messages set up ahead of time or is that option not on teamzy yet? mainly for coaches  but

   

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  Barrie T.

  • February 26, 2016 13:57

  Christianne, no that functionality does not exist in Teamzy at this time.

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  Preston Gordon

  • April 11, 2016 20:33

  I would like the option to set a date rather than a time frame. Is that Possible?

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  Barrie T.

  • April 11, 2016 22:13

  Preston, this is on our list and we'll have it out soon!

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  Anne Blakemore

  • January 01, 2017 18:20

  Love the idea of a calendar also.  So glad you are working on it.

   

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