This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
A diary system for logging follow-up reminders.
Any activity that requires a response from a client, insurance company, or other party to the transaction that should be suspensed for a future date.
The future date represents the expected date for the response to be received. If a response is not received by the Suspense Date, a follow-up action should be initiated.
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