Review the history of scheduled and completed follow-ups

An Operator reviews every follow-up ever scheduled on a conversation — scheduled, rescheduled, brought due, completed or canceled — with who acted and when.

When this happens: Operator clicks History on the conversation's Follow-up panel.

Step by step

1
Click History on the Follow-up panel.
Lists every FollowUpHistoryEntry for the conversation, oldest first: Scheduled — Thu 09:00 by Ana Ionescu, Rescheduled — Thu 09:00 — Fri 10:00 by Ana Ionescu, Due — brought to attention (System), Completed by Ana Ionescu.
2
Review the sequence to understand how the follow-up on this conversation was handled over time.

Other paths

Follow-up also visible elsewhere

Open the customer's Contact record; the follow-up Activity appears on its timeline like any Task, or opens the Tasks page, where it appears like any Task, with the conversation as its linked record.

Good to know

History is append-only and retained for the conversation's lifetime. |
A follow-up Activity is never deleted through the standard Activity delete action — only completed or automatically canceled. |