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basic tickler system

Question asked by llpeters on Mar 5, 2009
Latest reply on Mar 5, 2009 by davidanders


basic tickler system


hi there. wondering if someone can help me set up a basic tickler system for contacting customers. Ideally it would trigger a script with a button or upon opening that would pull a list of all of the follow ups that i need to do that day. I imagine I would set up a field for "Next action" with the date and action to take and the script would Get (CurrentDate). Does that sound doable? Is there also a way, if I dont take the action on that date, for the action to roll over to the next date? thanks!