Skip to content

Chapter 8

Activities & follow-ups

From the “Follow-ups” tab inside the customers screen you record your activities: a call, meeting, task or note — with a due date and status (open or done), tied to a customer or an opportunity. Overdue items show in a distinct colour, and a count badge alerts you inside the software.

FADx ERP 1.88.31
Activities and follow-ups — overdue items highlighted, filtered by status and due date
Activities and follow-ups — overdue items highlighted, filtered by status and due date

Common workflows

  1. 1

    Add a follow-up

    Press “Follow-up”, pick the type, and write the subject, customer and due date.

  2. 2

    Filter the list

    By date (all · overdue · today · upcoming) and by status (open or done).

  3. 3

    Close the follow-up

    Press “Done” beside the activity when it is finished — it leaves the due list.

  4. 4

    Reminders inside the software

    Due follow-ups show in the count badge at the top of the screen — with no external email.

Messages you may see — and what to do

  • The activity subject cannot be empty

    Write a short subject for the activity.

  • Invalid activity type

    Pick a type from the list: call, meeting, task or note.

Question not covered here? Message us on WhatsApp and we will answer.

Ask on WhatsApp