Assign follow up forms from payment tracker
I would like to be able to assign follow ups from the payment tracker screen. Its helpful to be able to add payments there, but with each payment we assign a minimum of one follow up as a part of our workflow. It would be great to do this from one screen instead of adding the payment and follow up from the request summary page.

Thanks for your time in the idea lab.
This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
-The Foundant Team