Use this form to track yearly follow up done with the client.
After clicking a New Forms, Documents & Evaluations button, select Yearly Follow Up from the record type drop down and click continue.
You can also click the Yearly Follow Up button from the quick action buttons on the Client Tracker record to bypass having to select a record type.
The Yearly Follow Up records can be found on the Yearly embedded list on the Client Tracker record or in the Forms, Documents & Evaluations related list.
Comments is an additional field on the Yearly Follow Up. Use this to track the client's comments.
