--- title: "Follow-Up Reminders | Marlin Planner" slug: "follow-up-reminders" description: "Learn about Follow-Up Reminders in Marlin Tyre and Mechanical Workshop Software by Megabus." tags: ["Marlin Workshop"] updated: 2024-11-18T04:13:20Z published: 2024-11-18T04:13:20Z canonical: "help.megabus.com.au/follow-up-reminders" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Follow-Up Reminders **Marlin Tyre and Mechanical Workshop Software**'s customer follow-ups provide reminders to contact customers at a later date for further services. Follow-ups can be added to any [customer order](/workshop/docs/customer-orders) that **has a vehicle selected for it**. To view and edit follow-ups, click on the **Follow-Ups** tab at the top of the customer order window. The **New Follow-Ups** list at the top shows the follow-ups that have been added during the current customer order. The **Existing Follow-Ups** list at the bottom shows follow-ups that were added during other customer orders. Both new follow-ups and existing follow-ups can be edited by opening them from their respective lists. The follow-up process itself is handled using the Business Planner. Note New follow-ups cannot be added to customer orders after they have been invoiced or cancelled. However, follow-ups **can be added for vehicles, without the need to add a customer order**, via the relevant [vehicle master file](/v1/docs/vehicle-master-files). ## Adding Follow Ups #### Daily Activity > Customer Orders > [Customer Order] > Follow-Ups Open the relevant customer order in **Edit** mode and click on the **Follow-Ups** tab at the top of the module window. To the top right of the New Follow-Ups list at the top, click on the **Add** action button. The **Add Follow-Up** pop-up window will open, containing a form for creating a new follow-up. Use the **Reminder Date** calendar picker to select a recommended date to conduct the follow-up. Use the **Follow-Up Reason** picker to select from a list of available reasons for the follow-up. > > > UPDATE FOLLOW-UP REASONS The **Work Done** textbox can be used to indicate the work already conducted by selecting from a list of common jobs. Note Work Done options can be edited by selecting **System > Text Lists > Lookup Lists** from the menu bar and opening **Work Done** from the [Lookup List](/v1/docs/lookup-lists) Search list. Any extra information can be added to the follow-up by typing in the **Notes** textbox. **Standard Remarks** can also be added to the notes section using the picker to the right. The progress of a follow-up can be tracked using the **Status** drop-down menu: - **Open** follow-ups are a roadmap feature that is yet to be implemented and can be ignored for now. - **Declined** follow-ups have been rejected by the customer. - **Completed** follow-ups have been accepted by the customer, resulting in a booking. Leave the **Active** checkbox ticked to enable the new follow-up as part of the customer order. To save the new follow-up and return to the Follow-Ups tab, click on the **Ok** button at the bottom right of the Add Follow-Up window. Note New follow-ups can be completely removed by selecting them in the New follow-ups list and clicking the Delete action button to the top right. Existing follow-ups cannot be deleted but can be made inactive by opening them from the list and unticking the Active checkbox. Once deactivated, Existing follow-ups will not disappear immediately, but will no longer show once the customer order is saved and reopened. To save the follow-up and return to the business planner, click on the **Save** action button to the top right of the customer order window. The new follow-up will appear in the **Follow-Ups** tab of the **Business Planner**, and can be followed-up from there. Note By default the Business Planner Follow Ups tab only shows Outstanding follow-ups, which have passed their reminder date. All other follow-ups can be viewed by changing the filter to the top right. All follow-ups associated with a customer's vehicles can be viewed in the **Follow-Ups** tab of their customer master file. Follow-ups can also be viewed and added in the **Details** tab of the relevant vehicle master file. ## Following Up Follow-Ups Open the **Business Planner** (which can be accessed by selecting Daily Activity > Business Planner from the menu bar). At the top of the Business Planner window, click on the **Follow-Ups** tab, which contains a list of outstanding follow-ups. If the user has access to other branches, their follow-ups can be viewed by changing the filter to the top right. By default, the list filter will be set to **Outstanding**, showing all follow-ups with a reminder date set to previous and current dates. Follow-ups with future reminder dates, as well as Completed or Declined follow-ups, can be viewed by setting the filter to **All**. Selecting a follow-up from the list will display further information about it in the follow-up tab at the bottom. The customer can then be contacted using the displayed contact details. If the customer would like to move forward with the follow-up work, click on the **Create Booking** button in the top right of the follow-up details section. The **Add Booking** pop-up window will open with the customer and vehicle details already filled in. The rest of the booking can be completed as usual. If the booking is created using the **Create Booking** button in the follow-ups tab, the status of the follow-up will automatically be changed to **Completed**. If a booking is created using the Business Planner, or if the customer declines further work, the follow-up's status can be changed to Completed or Declined by opening it from the follow-ups list and selecting the appropriate status from the drop-down **Status** menu.