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-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 in if it has been completed or became unnecessary, click on the flag icon or choose Clear follow-up from the drop-down menu.
When a follow-up passes its due date, it will be placed into the Overdue section on top of the follow-ups 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.
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
|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, this, orthe (equivalent to 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.|
|the date||the 15th|
|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)||
March 11th, 2017
Wednesday, May 3rd
|date month (year)||
14 April 2017
|shift week weekday||
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|