0 Replies Latest reply on Oct 14, 2015 8:01 AM by lyntex

    Creating a follow up date

    lyntex

      I am developing account recovery collection software and have a question, here is the "work flow scenario" - Their are 4 users using web direct that have their own list of records to work. -(SEE LIST OF USERS JPG)

      List of Users.png

       

      1) - Once a record is worked - the user needs to set a follow-up date 3,5,7 days etc - how do I create a followup date so   when that date comes about the records listed with that date appear first when the user logs in. (Ex. work 10 records today and set followup date for 10/30 - then on 10/30 those records appear first out of the users overall work que.(SEE main Screen JPG)


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