Managing Follow-ups

If you use follow-ups daily, there are a few tips that can make your life easier, such as:

- Email notification for urgent follow-ups

- Searching for a particular follow-up

- Displaying and printing reports

Email notification for urgent follow-ups

If you don't always have access to TeemWork, you might be worried that an urgent follow-up will be referred to you when you are not available. To solve this problem, TeemWork can be configured to automatically send an email to your email address when an urgent follow-up is referred to you. Check the checkbox on the follow-up list to activate this feature.

A follow-up is 'urgent' if its due date is today, or before today.

The email address used by TeemWork can be changed on your Contact Card, which you can find on the  Contact List (Contact Type: TeemMember). It can also be set by the Administrators on the User Profile tab.

Searching for a particular follow-up

If you have written hundreds of follow-ups, finding the one you are looking for may seem difficult. Fortunately, if you can remember one or more words used in its topic, TeemWork can make a list of all the follow-ups that have these words in their topic.

To do this, open the follow-up list, and enter the word(s) in the field below the 'Add a Follow Up Topic' button, and check the 'include closed follow-ups containing' check box.

If you enter more than one word, you'll have the option of finding the follow-ups that contain every words, or any of them.

Be careful: You must enter the words in the field before checking the 'include closed follow-ups containing' check box.

Sorting the list

By default, the list is sorted by date. You can change this by clicking on a column's title. For example, the following list is sorted by Topic.

Displaying and printing reports

If you want to print the summary of a follow-up, you can click on the 'R' button at the upper right corner of the follow-up window:

The report will be generated in HTML format. To print it, click on the printer icon in the icon bar, at the top of the window. To return to TeemWork, click on any menu item, except 'Surf' and 'LOGIN'.

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