Follow-up list for existing clients
A
Anca Eschbach
Customer Follow-Up List Request
I need a list that includes:
Customer Name
Date I need to call them
This should be integrated into the customer database (Kundenkartei), where I can select a date.
By opening the list for a specific day, I should be able to see all customers I need to call on that day.
P
Pauline Maher
Yes, this would be great atm we add a break and add a message. Not the same and not good for reporting.