In certain cases, e.g. when receiving an e-mail with an attached invoice or claim or a customer request and so on, it might be important to have a system supported follow up option, which will allow you to define a responsible, a follow up date and maybe also a status.
For these cases we offer the optional follow up tab. This tab can be activated on demand and if required, you can also change label names and/or add additional fields within the tab.
Field values are selected in edit mode and maintained within the PIRS administration.
Don’t hesitate to get in touch with your PIRS responsible or the SOBIS service desk to learn more about your options to use custom fields within PIRS correspondence.