1. Fields & Definitions for Customer Follow-up
1.1. Summary Tab
Customer Follow Up Summary Tab
Date
The date of the followup
Name
The user's name
Customer
The Customer's name
Description
The Description of the followup
1.2. Detail Tab
Customer Follow Up Detail tab
Customer
The Customer's name the followup pertains to
Complete
The date and intitials of the user that checked the complete box
Follow-up Date
The followup date
Name
The Name of the contact
Description
The description of the followup
Note
Any notes pertaining to the followup
