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 customers for follow up, along with the assigned employee and a "resolve by" deadline
2. Employees should call customers for up to 12 total attempts. Until they either:
A. Mark the case resolved, B. Exhausted 12 attempts or C. The "resolve by" date has passed
Once A, B or C satisfied it should automatically no longer show it assigned to the employee's list.
3. Follow up attempts should ideally be spaced 5 days apart so it should show the employee the last attempt date so they can gauge when next to call.
Here's what I'd like to do:
1. Add customers for follow up, along with the assigned employee and a "resolve by" deadline
2. Employees should call customers for up to 12 total attempts. Until they either:
A. Mark the case resolved, B. Exhausted 12 attempts or C. The "resolve by" date has passed
Once A, B or C satisfied it should automatically no longer show it assigned to the employee's list.
3. Follow up attempts should ideally be spaced 5 days apart so it should show the employee the last attempt date so they can gauge when next to call.
1 Reply
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...
