Dashboard - Follow Ups

Follow

Olivia Joyce

• 18 January 2017 23:23

Currently follow up tasks on dashboards only display the following:

- Organisation
- Contact
- Email
- Phone
- Follow-up Date

Is there anyway a Category/Type of a follow up could be added as this would make it easier to manage follow up tasks from a glance especially when receiving multiple per day or does anyone have any suggestions about managing hundreds of follow ups.

Thanks

5

• 

  Karyn Taylor

  • 19 January 2017 23:20

  This isn't addressing your question, Olivia, but is another issue we would like feedback on from others regarding the Dashboard Follow Ups - we would find it more useful if the Phone field was the mobile phone number rather than work number as have found we are far more likely to reach someone via mobile rather than work number. 

  2

  Comment actions Permalink
• 

  Lee van den Blink

  • 24 January 2017 03:10

  Agree

  0

  Comment actions Permalink
• 

  Permanently deleted user

  • 18 December 2017 05:29

  I would also like to be able to change what fields you see in the Follow-up Task Dashboard. 

  Similar to you Olivia, if I could see Task Category I wouldn't have to update the task name to include what the task is about and can see at a glance what the task is for. 

  0

  Comment actions Permalink
• 

  Calvin Young

  • 28 May 2018 02:24

  I would also like a display showing the note that was recorded at the time the follow up was made. This would provide an at a glance view about the reason for the follow up.
  
  As a side point, when viewing individual follow-up tasks, does anyone else see it as problematic that it doesn't show you the note that was recorded at the follow up was created?

  This only applies to the new "Follow- Up Tasks" which at best will display the last contact note. i.e. if additional contact notes are added after the task was created then there is no way to know what note the follow-up was in relation to.
  
  This does not apply to the old "legacy follow-ups" which will display the note recorded at the time the follow-up was created.

  0

  Comment actions Permalink
• 

  Robert Kerr

  • 21 May 2020 05:28

  I really think the Task name should be default information shown on the follow up dashboard widget so that staff know what the task is.

  0

  Comment actions Permalink

Please sign in to leave a comment.