Follow-up Fields |
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Follow-up Fields |
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Follow-up Fields
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Follow-up Fields |
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Follow-up Fields |
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| 1) | Added new "Follow-up" fields to the History Table in version 5.4: |
| a) | Requires Follow-up [X] Checkbox |
| b) | Follow-up Due Date |
| c) | Follow-up Done [X] Checkbox |
| d) | Follow-up Done Date |
History Follow-up Checkboxes and Date Stamps
The Checkbox for Requires Follow-up and Follow-up Done toggle between checked and unchecked. The Due Date remains static and the Done Date is stamped with the date that the Follow-up Done checkbox is saved as checked.
Report for Histories that require Follow-up
| a) | Global History: Requires Follow-up By Follow-up Due Date |
Follow-Up Calendar