Support Call Follow-Ups: Assign to User

Modified on Mon, 13 Apr at 6:07 PM

Overview

Support Call follow-ups can now be assigned to a specific user, ensuring accountability and proper task distribution across your team. This article walks you through how to assign a follow-up, what to expect in the calendar view, and the benefits of using this feature.

How to Assign a Follow-Up

Step 1: Create or Open a Support Call

Insert a new support call or open an existing one.
Enter or select a Follow Up Date.
Enter a Reason For Follow Up if needed (optional).
Click OK.

Step 2: Assign to a User

After clicking OK, you will receive the following prompt:

"Would you like to assign this reminder to a specific person?"

Choose one of the following options:

Select YES — You will be prompted to choose an employee from the employee list to assign the follow-up to.
Select NO — The follow-up will be scheduled on the calendar without being assigned to a specific user.

Calendar View

Once assigned, the follow-up reminder will appear:

On the date you specified.
Under the selected employee's calendar for support call follow-up.
Making it easy for team members to see their assigned tasks.

Benefits

Benefit	Description
Accountability	Ensure follow-ups are assigned to the right person.
Better Task Management	Team members can easily see their assigned follow-ups.
Flexibility	Choose whether to assign follow-ups or leave them unassigned.
Visibility	Follow-ups appear directly on employee calendars.

Additional Resources

For detailed instructions and additional steps, see our comprehensive Tip Sheet on this feature.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com