Showing a table of todays follow ups

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1

Hi,

When I set a follow up date in my customers profile, I would like a new tab to display only today’s follow ups that need contacting, what is the easiest way of doing this? Also can you set up notifications to?

Many thanks
Justin

2

Set a filter on your list where Date is within Today.

3

Many thanks.

Can you explain in more detail to a complete novice, I have made a ADD button with contact details, plus date ordered and follow up date.

Thank you again for your time.

4
  • Create a tab with an inline list.
  • Set the source of the list to be the table that contains your follow up date.
  • Add a filter to that list so it only shows items with a follow up date that is within Today.
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5

Brilliant! Thank you so much :slight_smile:

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6

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