How to use follow-ups

Follow-ups are the reminders scheduled for a certain date or a time period that can be used as a to-do list.

How to set a follow-up

To set a follow-up you need to click on the flag icon in the inbox or the flag button when inside an email or a record.

The process of creating a follow-up is the same for the records and emails - just click on the flag icon. It will create a red-colored follow-up with no particular date. This allows you to quickly go through the emails and records and, if needed, get to further scheduling them later.

How to set a customized follow-up

To set a more customized follow-up or to edit an existing one, click on the arrow near the flag.

Here you can:

Enter a follow-up date by using natural language, for example, next wednesday, in three days, etc.

Choose one of the preset dates.

Select a date from the drop-down calendar.

Change follow-up color.

Remove the follow-up

How to manage follow-ups

All your follow-ups are available under the Follow-Ups entry in the left sidebar.

Here the follow-ups are grouped by dates, giving you an overview of the tasks left for later. Click on a follow-up to jump into an email or record the follow-up is based on.

Follow-up colors

Follow-ups in NetHunt CRM can be of six colors, from red to pale blue. As NetHunt sorts your follow-ups in this order, we recommend you to choose a follow-up color based on its importance: red for the most important follow-ups, pale blue for the least important ones.

You can customize the follow-up color from the same drop-down menu you use for setting the follow-up date.

How to remove a follow-up

In order to permanently remove a follow-up if it has been completed or became unnecessary, click on the flag icon or choose Clear follow-up from the drop-down menu.

Overdue follow-ups

When a follow-up passes its due date, it will be placed into the Overdue section on top of the follow-up list. Such follow-ups will be marked in red color and will stay on top of other follow-ups until removed or moved to a later date.

Follow-up counter

In the left sidebar, NetHunt CRM can display the total amount of follow-ups you have: red for overdue, green for today’s. You can enable this from the NetHunt CRM global settings.

How to disable follow-ups

In case you are not planning to use follow-ups for emails or records, you can permanently disable them from the NetHunt CRM setting. Turning off the follow-ups for emails or records will disable the respective option. By disabling both options, you’ll completely turn off the follow-ups in NetHunt CRM and remove the Follow-Ups sidebar menu item. You can later re-enable the follow-ups feature from the same Settings menu.

Follow-up date formats

Tokens

Token Example
yy A two or four digit number representing the year. Sometimes an apostrophe (') is required for disambiguation from a date or other 2 digit number.
yyyy A four digit number representing the year.
mm A one or two digit number representing the month.
month January, February ...
dd A one or two digit number representing the date.
date A one or two digit number that can also include ordinal suffixes such as th, rd, ...
weekday Monday, Tuesday, ...
num Numeral digits or words (five, ...)
unit A unit of time such as hours, days, ... In some contexts, time units (seconds, minutes, ...) may not be accepted.
shift "Shifts" the unit ahead or back one. Can be next, last or this.
sign Which direction the unit of time is. Valid tokens are ago, from now, before, after, in, from, and later.
edge The "edge" of a unit of time. Valid tokens are beginning, end, first day, and last day.

Numeric Formats

Format Example
yyyy.mm.dd 2016.08.05
yyyy-mm-dd 2016-08-05
yyyy-month-dd 2016-Feb-05
dd-mm-yy 15-08-2016

15-08-16
dd.mm.yy 15.08.2016

15.08.16
dd/mm/yy 15/08/2016

15/08/16
mm/dd/yy 08/15/2016

08/15/16
dd-month-yy 15-Aug-2016

15-Aug-16
mm-yyyy 08-2016
mm.yyyy 08.2016
month-yyyy Aug-2016

Text Formats

Format Example
month year October 2017

January, 2017
the date the 15th
shift unit next week

last month

this year
the edge of year the beginning of 2017
the edge of month the last day of June
the edge of shift unit the end of next month

the end of the week

the first day of next June
num unit sign 2 months from now
sign num unit in 2 weeks
the date of month (year) the 15th of June

the 2nd of May, 2017
the num weekday of month (year) the 2nd Friday of March

the 3rd Tuesday of May, 2017
(weekday) month date (year) January 15th

March 11th, 2017

Wednesday, May 3rd
date month (year) 23 July

14 April 2017
shift week weekday next Friday

next week Tuesday
weekday of shift week Saturday of next week
num unit sign weekday 3 days before Tuesday

2 months from Friday
month of shift year January of next year
the date of shift month the 12th of next month

NetHunt CRM for Gmail

Your smart Inbox