Follow-up

About

Keep the next step beside the last conversation. Follow-up brings contact details, interaction notes and reminders into one place. Start with a trade, general, teacher, doctor or student workflow and adjust custom fields to suit your records. Record and follow up Save contact information, notes and interaction history. Set a reminder for the next conversation and review upcoming work in Today or Calendar before returning to the related record. Teaching and lesson planning Keep student-centered records with parent or guardian contact details, regions, grades, subjects, learning needs and multiple lesson times. Review courses, lesson occurrences, attendance and related contact notes. Local-first data No Follow-up account is required. Records are stored on your device. Optional sync uses your own private iCloud database. Export a JSON business backup, import contact CSV, or export contacts and follow-up CSV. Imports merge records rather than replacing your existing collection. Courses, tasks and exams Give one course several weekly slots, each with its own day, start and end time, and location. Set the term, alternate weeks and excluded dates. Reschedule, cancel, restore or complete one occurrence without ending the course. Tasks and exams use their own names and dates. Quick Record and saved filters Log progress and set the next reminder for a record in the current workspace. Save filters per workspace on this device. Hiding fields preserves their configuration and saved values. The iPhone and iPad app is sold separately from the native Mac app. This purchase does not include a native Mac app license.