MikeMike1
7 years agoQrew Cadet
Re: Create New Action In Same Table
That's correct. Once I've finished editing the current record and "closing" it, I want a new record (or records) created for the out years.
For instance, a customer buys an annual description of my software in 2017. That record closes. Then a NEW record would be creating in the Pipeline Table for the 2018 Renewal (and further if doing multiple).
Mike
For instance, a customer buys an annual description of my software in 2017. That record closes. Then a NEW record would be creating in the Pipeline Table for the 2018 Renewal (and further if doing multiple).
Mike