This utility can be used to add a Follow Up comment and date as
of a future date, to each customer that has been assigned a
specified Profile Class/Code.
An operator must be assigned a Security
Role that allows permission to the Customer Management -
System Assigned Follow Up in order to access this table.
The comment will be automatically added to the Follow-Up window for all customers in the Profile Class/Code, if CMSF10 is setup to run daily from Automatic Job Scheduling.
The comments are flagged to automatically generate an email
message to the Division contact on the appointed follow up date, if
the cronjob CMFE02 is setup to run daily from Automatic Job Scheduling.
Customer follow up information can also be used to build and filter
selection lists using the By Follow Up tab on the Selection Criteria utility, for reporting
purposes.
Refer to Customer Contact Management Overview for further details on this module.
The prompts are:
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