Automatically mark all new phone messages for follow up
When checked, new phone messages that are received will be automatically marked for follow up.
This is a handy feature if you have a follow up process for all calls your business receives.
Create reminder due x days later
This option is dependant on the above option being checked. When checked, every message that is automatically marked for Follow Up will also have a reminder created. The number of days determines when the reminder will be due. Set it to 0 if you want the reminder to fall due today.
Set messages as Completed for all recipients
When checked, when the follow up has been completed on a message that was sent to multiple users, it will be marked as completed for all of these users. This lets everyone else know that no further action is required.
Display default Completion text
When checked, the text entered in this field will be added to the follow up note that is automatically created when a message is marked as completed.
Allow completion without being marked for Follow Up
When checked, a message not marked for Follow Up can still be marked as Completed.
When unchecked, only messages marked for Follow Up can be marked as Completed. This avoids accidentally marking a message as Completed when really what you wanted to do is mark it for Follow Up.
