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DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon Utility
DrillDown Icon Sales Management
DrillDown Icon Sales Order Mgmt
DrillDown Icon Sales Order Management
DrillDown Icon Customer Sales Order Status
DrillDown Icon Open Sales Order List
DrillDown Icon Customer Follow-up
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To .....
DrillDown Icon Find a Customer Follow-up
DrillDown Icon Add a Customer Follow-up
DrillDown Icon Complete a Customer Follow-up
DrillDown Icon Customer Follow-up ManEx Minutes
DrillDown Icon Customer Rolodex
DrillDown Icon Upload New Sales Orders
DrillDown Icon RMA Management
DrillDown Icon Sales Price List Information
DrillDown Icon Order Configurator (OPTIONAL Module)
DrillDown Icon Customer Quotations (OPTIONAL Module)
DrillDown Icon Customer Information (CI)
DrillDown Icon Sales Representitive Information (SR)
DrillDown Icon Inventory Management
DrillDown Icon Material Planning
DrillDown Icon Production
DrillDown Icon Quality/Engineering
DrillDown Icon Administration
DrillDown Icon eManEx
DrillDown Icon ManEx Minutes for All Modules
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Complete a Customer Follow-up

 

Find the Customer Follow Up using the Find procedures. The following screen will appear:

In the Summary tab, highlight the Follow Up of interest, then depress the Detail Tab.

Depress the Edit button. Type in your password. Place a check in the Complete box by clicking on the box.

Depress the Save button, to save changes, depress the Abandon changes button if you do not wish to save changes. 

Article ID: 1707