Never lose track of your next partner follow-up
A next action with a title and date keeps every partner follow-up visible, with overdue ones counted at a glance.
Every partner in your TMS register can carry a next action, a simple pairing of a title and a date that tells you exactly what to do next and when. This turns your partner list from a static directory into a working to-do list, so you never have to guess who needs a follow-up call or a renewed contract.
To use it, open the partner register at /tms/partners and select a partner. Add a next action by giving it a short title, such as "Call about rate renewal," and a date. Save the partner, and the register will automatically sort by that date, bringing the nearest actions to the top.
This sorting is more careful than it first appears. Partners who have no next action at all are pushed to the bottom of the list whether you sort oldest-first or newest-first, instead of being treated as if their absent follow-up were somehow the most distant one on the calendar. That keeps the people who actually need attention visible, and the ones with nothing pending out of the way.
At the top of the register, the KPI row keeps a running count of overdue actions, so a quick glance tells you how many follow-ups have slipped past their date without opening a single partner record.
This saves you from the familiar trap of partner management: a follow-up written on a sticky note or buried in an inbox, quietly going stale until a partner feels forgotten or a contract lapses without warning. With next actions and the overdue count sitting right in the register, nothing has to rely on memory.