Financial Management - PSFT (MOSC)

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Customer Follow-Up Needed

edited Apr 15, 2017 5:00AM in Financial Management - PSFT (MOSC) 1 commentAnswered

Is there as way to add the Review Date to the Search Criteria page?  It would be help to be able to pull up by Review Date.

Also on the Follow Up section on the conversations page there is a Date in the Follow Up section but you can't put in a date or it never seems to add a date.  What is this? 

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