Enter Deferral Follow-Up Information

Steps

Actions

1

Click on  the Alternative Plan tab on Case Detail.

2

Click the current deferral hyperlink on the Deferrals tab (deferral with an end date of present.

3

At the bottom of the screen, there is an area to 'Add Follow-Up Record.'

4

Enter the date that the follow up was conducted.

5

Enter the next follow-up date.

6

Enter the name of the contact spoken to regarding this follow up.

7

Select the customer status at follow-up.