to have a report of all the follow up notes and to be able to mark it completed

Question

Should be able to have a list of all the people I have follow up with. without going into there account. Similar to task to be able to mark completed

thank you

Comments

what are you looking for that task/ToDo doesn't have yet?

https://jlssolutions.com/QA/158927/assign-a-todo-to-a-group-in-tuition?show=158928#a158928

you don't need to go into accounts to add tasks

that's if you have tasks to follow up

but if you just want a (small) account list to make phone calls etc, you can work with lists and remove from lists when done

https://jlssolutions.com/QA/58/select-accounts-create-group-work-with-without-adding-account?show=63051#a63051

you can add/remove from account screen or report and mail merge tab

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i use the note tab - and then run a note report

Answer 1

I see the comments above answered your questions.