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!
Have you looked at the templates available?
Are two that I have spent time looking at for hints and techniques.