Followit | Features

Features Fit for Any Industry

Accessibility
Documenting
Assigning
Tracking

Microsoft Azure Cloud

Working on the Azure Cloud Environment gives you secure access to your data anytime, anywhere.

Multi Device Mobile Platforms

Have the flexibility and convenience of working across multiple devices.

Cross Browser Compatibility

Works with browsers such as Internet Explorer and Google Chrome.

Attach Documents

Add contracts, emails, certificates or any type of supporting document.

Documentation Window

Eliminates the need to open additional word processors allowing the information to reside in one secure, organized space.

Update Cases

Keep your colleagues up-to-date by instantly documenting important information letting them know of the case’s latest status.

Group Referral Logistic

Create user teams in which you can assign cases evenly, randomly, or by availability.

Refer or Delegate

Pass the ownership of a case by referring it to another user or delegate a case, if you wish to continue with the ownership but need another user’s input.

Assign User Roles

Choose roles between Data Entry, Agent, Monitor, and Administrator.

Case Reports

Audit and monitor the process by generating reports in PDF for Cases Created, Created & Completed, Closed Cases, and others.

Detailed History

Access each case’s history and verify dates it was worked on, who has worked on the case, and their input.

Alerts & Notifications

Receive real-time alerts in the dashboard screen and through your email account to ensure cases aren’t overseen or past their due dates.

Custom Template

Allows you to create customized fields to capture particular information related to the case or record such as amounts, dates, lists of items, among others.

Interactive Reports

You’re looking at Followit reports and want to investigate further by looking into specific cases. You may do so by clicking on the case links that will take you directly to the case without having to go back and forth through searches.

Expiration Dates

Apart from setting a date for when the case must be resolved, you can also set a due date for when you need the input you asked for from your coworker. If it expires, and the case wasn’t accepted, it will return to the original owner.

Secure Areas

Sometimes information can be a sensitive matter. Secure Areas will let you set permissions that allow certain users to have access to these areas. For example, Human Resources departments who work with Social Security numbers, memos, and payroll can use this feature to restrict other users from accessing sensitive information.

Global Search

Have the customer on the phone and need to find their case right away? By providing a global search option, you can quickly find a case without having to make customers wait.

Report Export & Printing

Show your staff where the bottlenecks occur and identify areas of improvement. It’s easy to present, share or compare reports by exporting and printing with a click of a button, allowing you to make better decisions about processes in your company.

Case Following

No more worries! If you really want to be in the know, Followit gives you the option to follow a case. This way you’ll know more than when the case was accepted and when it was finalized. You’ll know when a person added a document, referred, delegated or updated the case.

Alerts & Notifications

Leave no space for excuses. Instantly receive email and dashboard notifications of when your sent case has been accepted, finalized, updated, or when you have been assigned a case.

Reopen Case

Forgot to add something or has the case resurfaced? If for any reason you have to reopen a case, you can do so. Plus, you can monitor why and how often cases have to be reopened.

Private & Public Categories

Protect your data and documentation by deciding whether categories should be private within the area or public for everyone. Restrict access to avoid data corruption.