Support Call Follow-Ups: Assign to User

Overview

Support Call follow-ups can now be assigned to a specific user, ensuring accountability and proper task distribution across your team.

How to Assign a Follow-Up

Step 1: Create or Open a Support Call

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

Step 2: Assign to a User

After clicking OK, you'll receive a prompt:

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

• Select YES - You'll 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

• 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 Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com