How to Add/Create a Follow-up (follow up) Date (iPad)

Badger Maps has a Follow-ups panel on the web app that allows you to record and see accounts that are due for a follow-up. This feature isn’t available on our mobile apps yet, but you can still enter follow-up dates using the iPad. It’s actually easy, and here’s how it’s done.

1. Go to the Accounts menu, tap on the account that you want to follow-up with to open up the Account Details page, and tap on Edit.

2. Click on the Follow-up Date field on the Edit Account pop-up box.

3 .Then click on the date found at the bottom right of the screen.

4. Choose the follow-up date from the calendar, then tap anywhere on the screen to hide the calendar, then tap Done.

5. Save your work, and you’re all set.

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