include a function to add a follow up date after you have sent an email/written a note on contact record.
Sometimes forget to include a follow up action when sending emails/writing call notes etc. on contact record. Then have to input another note (which may skew reports) to add a follow up. Would be great to have a function to add a follow up action once the email has been sent/note written etc. - also to amend follow up dates as circumstances may change.
8
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Richard Andrews
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