How to log a follow-up call

 > Fee Dues/Defaulters > Fee Defaulters

1. Go to Fee Dues/Defaulters > Fee Defaulters.
2. Select the Academic Session, Class, Section and Instalment.
3. Find the student and click the Follow-up status for that row.
4. The student panel opens on the right, showing the amount due, number of instalments, and the father’s and mother’s mobile numbers.
5. Click Log a call to expand it.
6. Select the Contacted person: Father, Mother, Student or Other.
7. Select the Contact outcome. This is mandatory — Save remark stays inactive until an outcome is chosen.
8. If you selected Promised to pay, enter the Promised date and select the Related instalment the payment is against.
9. Enter a Note if you want to record what the parent said. This is optional.
10. Click Save remark.

The Follow-up column on the list updates with the outcome you saved.
Contact outcomes:

• Promised to pay — the parent agreed to pay. Enter the promised date.
• Connected — you spoke to the parent, but no payment commitment was given.
• Not reachable — the call did not connect, or nobody answered.
• Refused to pay — the parent declined to pay.