Followit provides the ability to create custom templates. The purpose of this option is to distinguish Records with the as well as to capture additional information very particular to your organization with the .
You might need to gather specific information on cases. Lets take an invoice approval for example. You can create a template for this matter and include values to be filled like Invoice Number, Invoice Date, Invoice Amount, Approved By.
When you create and assign a custom template to a category in Followit, these values will show up in the case window when you and select the .
The user will then be able to add these additional values and save them within the case. These values can be updated, eliminated and/or added at any time after the case is created, always creating a log in the case history.
These additional values can later be gathered and exported using the Additional Information report. To generate the report follow these steps:
If necessary you can include additional filters to clean the data being displayed.
You can then export this report.