Follow-ups

Follow-up is a collective term for meetings and to-dos. A phone call is a hybrid of the two. These activities are closely linked to the Diary screen and function in largely the same way. Open an existing follow-up by double-clicking it in the Diary or the Activities section tab.

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General information

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Create new

No matter where you are in SuperOffice CRM, you can create a follow-up by clicking New on the top bar and then select Meeting, To-do, or Follow-up.

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Locate your follow-ups

In in the Diary screen, meetings and phone calls appear on the Day, Week, Month, and View tabs - and in the Day, Month, Next day, and Week side panels. The Activities section tab (in the Company, Contact, Sale, Project, and Diary screen) shows all follow-ups, including to-dos.

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Follow-up types

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Meeting (appointment)

Meetings are activities with a defined start and end time. They are shown in the owner’s calendar. A meeting can be a single event or part of a recurring series. Meetings involving a resource and/or additional attendees are called invitations. Overdue and completed meetings will be in the Activities section tab in addition to in the calendar.

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Common scenarios

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To-do (task)

A to-do is a follow-up without a start time. It usually does not have a duration either, but it always has a deadline. To-dos are typically used for things you have to remember to do by a certain time. By default, you will find to-dos in the diary todo list, where they can be checked off when completed. If you specify a start and end time for a to-do, it is entered in the diary at the given day and time.

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Follow-up (phone call)

A call represents a very specific action - the phone call - and is a hybrid between an meeting and a to-do:

• When you initially plan a call, it lives in the todo list with a deadline much like a to-do.
• When you make the call, it gets fixed in time and now resembles an meeting.
  • The start time becomes the current time and today’s date.
  • The default duration is 15 minutes.

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Default duration

The default duration is 1 hour for a meeting and 15 minutes for a call. To change the default value:

1. Go to Personal settings and select Preferences.
2. Select Default values.
3. Enter a value for one or both of these values and click Save.
   • Duration for new meeting
   • Duration of a new follow-up

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The More tab

The More tab displays custom fields for the follow-up.