List Of Recommendations Due?
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BenjaminPeterson
- 50 Club: Regular Contributor
- Posts: 96
- Joined: Tue Aug 29, 2017 5:03 am
List Of Recommendations Due?
Is there a report to look for each month of recommendations that are due in?
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timbre4
- System Guru / Moderator
- Posts: 4460
- Joined: Tue May 25, 2004 5:47 pm
- Location: TN - Volunteer State
Re: List Of Recommendations Due?
Go to Reports menu - Followup tab. Manager SE came with three sample Recommendations letters. Double-click one of those and it lands you in the Followup window. Select the Recommend tab, set a date range and then click Search to build your list.
- recomm.png (46.57 KiB) Viewed 1534 times
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer