Response Follow-Up Tool
Learn more about the Response Follow-Up tool, including instructions to use the tool on both desktop and mobile devices.
With the Response Follow-Up tool, you can add a response follow-up record for one or more people.
You must set up these required fields:
- Made By: This field is autofilled with the logged-in user. You can select anyone with at least one security role from the drop-down menu.
- Follow Up Type: This field indicates what was done to follow up on the response.
- Follow Up Date: This field displays the date the follow-up action was completed. Click or tap the calendar icon to autofill the current date.
- Notes: This field includes notes the person has regarding the response. You can add up to 2,000 characters in a note.
The tool resets after saving so you can add additional response follow-up records.
Desktop
You can launch the Response Follow-Up tool from an open response record or a selection of responses. If you launch the tool with a selection, the number of responses displays in the tool.
Mobile
You can also launch the Response Follow-Up tool from an open response on your mobile device.
Desktop Response Follow-Up
Mobile Response Follow-Up
- In the navigation menu, click .
- Open a response.
- From the Tools menu, select Response Follow Up.
- In the Made By field, select the person who followed up with the response.
- In the Follow Up Type field, select the type of follow up.
- In the Follow Up Date field, select the date of this response follow up.
- In the Notes field, enter any relevant information.
- Click Save.