Follow Up Types

Follow Up Types are used when adding a follow up to a note and are used to indicate the nature of the follow up. For example, Phone, E-mail, Other.

To add or edit Follow Up Types

1. On the administration menu, select Lookups, select Contacts, and then click Follow Up Types.
   The Follow Up Types page displays.

2. Do one of the following:

• Click Add new item....
  The Follow Up Types Add Item page displays.

• Click the Edit button next to the type you want to edit.
   

3. Select the Active check-box to make the follow up type available, or clear the check-box to make the type inactive.

4. In the Description box, type the descriptive name for the follow up type.

5. Click the Save and Return button to save the new type and return to the Follow Up Types list.
    

To delete a Follow Up Type

1. On the administration menu, select Lookups, select Contacts, and then click Follow Up Types.

2. Click the Edit button next to the follow up type you want to delete.

3. Click the Delete button.

4. Click Yes to confirm the deletion.

NOTE: You cannot delete a follow up type if it is used in a follow up.