Add Email Follow-Up
Log a new email communication for compliance and follow-up tracking
Basic Details
Auto-filled from logged-in user
Client Information
Auto-populated from selected company
Email Content
This is for logging purposes only - no email will be sent automatically
Follow-Up Settings
Enable if this email needs a follow-up action
Attachments
Important Information
- This is a logging tool only - no emails will be sent automatically
- All follow-ups will be visible in the Client 360 view
- Reminder notifications can be configured for upcoming follow-up dates
- All actions are logged in Audit Logs for compliance tracking