As a CSR who works in the Follow-Ups tab on a daily basis, there are a few details about it that always bothered me. They are all very minor topics but the solutions seem within reason and possible. Those topics being:
Recurring Service Events Tab
The toolbar not being able to be filtered and customized with permanent settings feels outdated. On the Main dispatch board, you can customize the columns that show up through the Dispatch Configuration and these changes are locked in no matter how many times you refresh. It would be great if this same treatment could be applied to the Recurring Services tab or even all of the Follow Up Tabs.
I think the Follow Ups tab is a "No Man's Land" of sorts for many companies because it is not user friendly at all. This suggestion would help it become more user friendly and allow for it to be customized to fit each company and their needs more personally.
We have large Property Management customers, with over 200+ locations and we can't see the Location Name on the expiring Memberships, you can see it on "Unsold Estimates", "Sold Estimates", "Recurring Services" but not on Survey or Expiring Memberships, like why??? --
Also, the ability to "filter on serach" i.e. exclude certain services from populating on the list. Right now you can either search all recurring services or one. I'd like to be able to select a few to be able to group different P.M's together but not pull in our delivery route visits.