Enabling Follow Ups in the Customers Module

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Enabling Follow Ups in the Customers Module

 

Overview

Follow Ups are a way to keep in touch with your customer base. You can created thank you letters, send service reminders, etc. This article describes how to turn this feature on in the Customers module. For information on how to actually set up Follow Ups, refer to this document (link will go here).

 

Instructions

From the StockTrac® main menu, go into the Configuration module. Once in Configuration, click the Custom Settings button or go to System –> Custom Settings. The custom settings screen will display.

 

Window Capture a

 

Click the Miscellaneous tab and then check the Follow Up Enabled button. Click OK to save your changes. You will now be able to access follow ups in the Customers module.

 

 

RELATED TOPICS: How to Set Up Customer Follow Ups

 

 

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