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What is the My Follow Ups grid?

Updated Oct 14, 2026·1 min read

The My Follow Ups grid, located in the CRM Module, shows all of your open interactions and follow ups across all constituents.

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This allows you to see upcoming tasks such as follow-up phone calls or emails that you need to complete by a certain date. You can export this list using the Actions menu and Export to Excel File. You can open, and edit any of the records by clicking on the link under the Date/Time column or by highlighting the row and using the View/Edit link at the top of the grid.

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Once an interaction record Status is marked as Closed, it will no longer be included on the My Follows grid.

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