What Is New Follow-up?

What Is New Follow-up?

👉 Sleek new look and feel: We've revamped the interface, focusing on usability and reducing the number of clicks required to get things done. Say hello to a smoother workflow!

👉 Streamlined diary management: Our new screen designer will streamline your everyday diary management tasks.

👉 Enhanced data gathering: Boost your CRM data collection and supercharge your productivity with features that cater to the end user's needs.

What's changing? 

We're making significant improvements to the activity dialogue:

📝 Separate fields: Enjoy separate fields for title, agenda, and internal notes, making it easier to organize your activities.

📄 HTML editor: Create and edit text effortlessly with our HTML editor. No more limitations on text length or formatting!

📧 Attendee management: Add attendees seamlessly using their email addresses, with a preview of the email invitation for your convenience.

🎨 Custom design: Personalize the activity dialogue using our screen designer to match your unique requirements.

📅 Check Availability: Our new scheduling assistant takes your activity management to the next level:

👉 Overlay integration: Seamlessly integrate the scheduling assistant as an overlay in your follow-up dialog, ensuring a smooth transition between tasks.

👉 Date and time control: Quickly access date, time, and an "all day" checkbox, mirroring the information entered in the activity dialog.

👉 Working hours: Customize your view with a slider to display or hide working hours.

👉 Attendee management: View and manage attendees, with the option to add more. Resources and meeting rooms can also be added effortlessly.

👉 Personalization: By using Screen designer you may customize the content and layout in your Follow-up screen to suit your business needs. Note that Screen designer requires a subscription to Development Tools.