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Operation follow-ups

By 4 June, 2021 New arrivals

The Collabox at the service of effective teamwork!

Operation follow-ups are used to assign a task related to an intervention in the “ Contact form”.

This function makes it possible to optimize collaboration between co-workers in addition avoid numerous email exchanges to delegate a task or follow-up to be done with a client.

In the Contact form, you will find at the bottom right, the block that allows you to create your operation follow-ups

When creating a comment related to the intervention, it is now possible to create an operation follow-up by selecting the name of the user to link to the follow-up.

When a new follow-up is assigned to us, as long as we have not consulted it, an exclamation mark will appear next to it:

We’ve also added the ability to change the follow-up due date.

The operation follow-ups are found in the calendar. Whether for the day, the week or the month.

You just have to have the option and check this box:

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