Re: Follow-Up Notifications and Auto Follow-Ups

Method_Ben — Tue, 03 May 2016 17:07:29 GMT

Hi there Danielle,

Thanks For Posting to the Method Forums! Ill be happy to answer your questions.

1. Regaring your users not receiving Follow-up Reminders; There is a setting contained on the Activity Table which enables/disables Reminders from being sent that I would recommend you double check here. If you navigate to the Customize tab > Tables / Fields Tablink, scroll down until you see the Activity table, and click on the Edit Table... button

When you Edit this table, you will see a checkbox labelled "Email me reminders for records in this table before they are due" Check this box and you should be seeing the reminders pop up for your users 15 minutes before the activity is due.

2. Regarding Auto Follow-ups; on the Stock New Activity screens, Choosing an activity type that has been configured to Auto-create a follow up automatically checks the 'Schedule a Follow-Up' checkbox on the screen, and populates the inforamtion contained in it. For example, I have Meeting activity type set up with the following settings;

Then, when creating a new activity and selecting Meeting as the activity type, I see the Following. Note that the section in red took no extra effort from me, other than selecting Meeting as the original activity type;

Thanks Danielle.

-Ben

Follow-Up Notifications and Auto Follow-Ups

danielle — Tue, 03 May 2016 14:53:57 GMT

Hello,

I have two questions about follow-ups.

1. Follow-up notifications: None of my users are getting pinged/emailed when creating a follow-up, even using the "Email Follow-up notification to user when saving?" Is this something that requires additional configuration to get working or should this be a helpdesk ticket?

2. I was exploring auto-follow-ups yesterday and after setting up an auto-follow-up type it did not seem to populate the configured fields. Additionally I was wondering the intent of setting up auto-follow-ups? When selecting an activity type connected to the auto-follow-up should it be creating a follow-up activity automatically (dumb sounding question I know, but I'm looking to confirm that I'm understanding the intent appropriately?)

Thanks,

Danielle

Method:Classic General Q&A

Re: Follow-Up Notifications and Auto Follow-Ups

Follow-Up Notifications and Auto Follow-Ups