Add Overdue Follow Up Section
Add "Overdue" item to Follow Up section on dashboard (and corresponding list) to be able to quickly determine follow ups that may need follow up.
11
votes
Shawn Rivera
shared this idea
Hello,
with the implementation of our new metrics dashboard you can visually see an indication of overdue follow ups. From this graph you can drill throw to get a list of overdue follow ups.
best
sammie
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Mary Giraulo commented
This is essential. We have developed a report we run weekly to pull this information, but it would be so much better if the overdue follow-ups were visible in the system so we could keep up with it more often.