Default Follow-Up Period
1
votes
It would be a time-saver to be able to have a default follow-up period that correlates with the "Save Email to eWay-CRM" pop-up every time an email is sent.
For example, if I want to make sure I follow up with customers every 2 weeks, I want to be able to select a 14 day default follow-up period. If I emailed a customer today (Dec. 17, 2019), then the default follow-up date would be Dec. 31, 2019. This would save the time of manually selecting a follow-up date every time an email is sent.