Table of Contents
Summary
This article will go over setting up a Follow Up request from within a Vendors Details page.
Steps
This will all be accomplished from within a Vendors details page. Start by selecting the vendor you wish to set up the cadence for.
Step 1: Select the dropdown under Communication and select Follow-Ups and Add Follow-Up
Step 2: Enter a message that reflects the type of follow-up expected.
Note: As this will be listed in this panel when completed, it is suggested to be as concise as possible to avoid missing requests.
Step 3: Set a reminder data by clicking on the calendar icon then select the date the request should send the reminder from the calendar window.
Step 4: Select who should perform the follow up using the drop down menu. Multiple people can be selected via the menu.
Step 5: Click the Save button to start the request.
Once saved, the follow-up will be listed under Follow-Ups
The assigned user will receive an email notification on the due date which will remind them to log into Whistic and check the vendor details to complete any follow-up work.
Deleting the request can be done by clicking the trash can icon . Please note that there is no confirmation on this, therefore clicking this icon will remove the request immediately.
FAQ
Q1: How can I see who created the request and can we report on it?
Currently, there is no way to determine who created the request or report on it. This will be coming with a rebuild of the Vendor Details page.
Additional Resources
How to Navigate the Vendor Details Page