Follow-Ups

In release 946 of Move Administer we stated that follow-ups was work in progress. Well I’m pleased to announce that follow-ups is now complete, bar further enhancements that our users may request.

You can now create follow-ups for any circumstance, and apply the follow-up reminder to any member(s) of staff.

Move Administer checks for follow-up reminders on a regular basis for the current user, and should a reminder be found then a notification balloon is display on the taskbar above the Move Administer icon.

At any time you can view your own follow-up reminders, follow-ups for you and follow-ups by you, where you can check to see which recipients have actioned your follow-up(s).

But we have automated the creation of follow-up reminders when creating and opening, if required, quotations. Options within Move Administer can automatically create the reminder for the creator of the quotation, the surveyor of the quotation and/or the current user, at a set time for a set number of days in advance! And if you do not work Saturdays and/or Sundays then these will automatically be skipped!

I’m sure this enhancement will go down well with all users as following up quotations is so necessary in such a competitive marketplace.

Follow-Up Reminders Browse

Follow-Up Form – General

Follow-Up Form – Recipients