need to have follow up calls scheduled at designated times and fl.

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I need to be able to follow up with clients at designated times throughout
the year. Is there a way to set this up and have it flag me for the calls
that need to be made each week?
 
Put a date field in your table and create a report that looks for calls due
where[Field_Name]<=Date(). You just have to remember to print the report each
week and see who you should be calling.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Back
Top