Diary (Follow-up)

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Diary (Follow-up)

Welcome to the diary area where you can find relevant links to all things related to follow-ups and tasks.

Introduction

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- The Diary screen
- Types of follow-ups
list how-to-guide
- Create a follow-up
- Edit or delete follow-up
- Complete follow-up
- View other diaries
- Group view
video_library video
- Add follow-up to project
- Manage your tasks and optimize your schedule
library_books reference
- Template variables
- User preference - AppointmentDialog
- User preference - DiaryView

Video meetings

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- Video meetings integration
list how-to-guide
- Create video meeting
- Join video meeting
- Configure email invitations
- Connect provider
- Disconnect provider
- Remove configuration for users
video_library video
- Create and join video meeting

Invitations

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- Overview
school learn
- Add attendee to follow-up
- Accept or decline

Recurrence

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- Overview
school learn
- Creating recurring follow-up
- Stopping recurring follow-up

UI customization

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- Screen Designer
- Web panels
- Task menu items
- List - Follow-up type
- Custom fields
list how-to-guide
- SoProtocol - create follow-up
- SoProtocol - open Follow-up dialog
library_books reference
- UdappntSmall table
- UdappntLarge table

Automation

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- Overview
library_books reference
- Trigger SalesAfterSaveAppointment
- Trigger SalesBeforeSaveAppointment
- Webhook activity events
- Zapier

CRMScript

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- Overview
list how-to-guide
- Get appointments
- Create appointment
- Update and delete appointments
- Working with todo lists
- View recurrence info
- Get follow-ups in a series
- Create repeating follow-ups
- Update repeating follow-ups
- Create invitation
- Accept invitation

API

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- Working with follow-ups (appointments) in API
list how-to-guide
- Raw SQL
- OSQL
- Row
- Entity
- Web services
- Archive (search)

Database tables

library_books reference
- Appointment table
- Invitation table
- RecurrenceRule table
- Priority table
- DiaryView table
- Task table
- Project table
- SuggestedAppointment table
- Associate table
- UserGroup table