Forum Discussion
Follow up list with with SharePoint or other software?
Does Microsoft have a software or SP list functionality that can work as a smart follow up list? If not what out of box software would you suggest for this? Here's what I'd like to do: 1. Add cu...
Blacksmith354
My recommendation would be to create a new blank list and add following colums:
CustomerName (Title) -- Single line of text
Employee -- Person
Resolve By Date -- Date/Time
Next Follow-up Date -- Date/Time
Follow-up Attempts -- number
Case Status -- Choice Field
With the columns above you could create a view which hides the items which you don't want to see anymore. This process could be automated with Power Automate as well...