Community
Showing results for 
Search instead for 
Do you mean 
Reply

Follow up greyed out

Accepted Solution Solved
New Member
Posts: 38
Country: United_Kingdom
Accepted Solution

Follow up greyed out

Hi

I've been trying to create a follow up for a letter (and an attachment) but the button is greyed out?

Should this be available or have I missed something?

Thanks.


Accepted Solutions
Solution
Accepted by topic author andybeswick
‎11-15-2016 05:22 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Follow up greyed out

Hi Andy,

 

As a general rule, histories which are automatically created as part a system task (i.e. Letter Sent, Field Changed, E-mail Sent) will not allow follow-up activities to be created from their history entry. Only manually created histories (i.e. To-do Done, Call Completed, Meeting Not Held) will allow for this.

 

If the ability to do this would be useful in your workflow, then I would recommend posting this as an idea on our Share Your Ideas board.

View solution in original post


All Replies
Solution
Accepted by topic author andybeswick
‎11-15-2016 05:22 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Follow up greyed out

Hi Andy,

 

As a general rule, histories which are automatically created as part a system task (i.e. Letter Sent, Field Changed, E-mail Sent) will not allow follow-up activities to be created from their history entry. Only manually created histories (i.e. To-do Done, Call Completed, Meeting Not Held) will allow for this.

 

If the ability to do this would be useful in your workflow, then I would recommend posting this as an idea on our Share Your Ideas board.

New Member
Posts: 38
Country: United_Kingdom

Re: Follow up greyed out

Thanks for the info.