Forum Discussion
Personal_TaxTea
Qrew Trainee
Thanks Chayce, I would be keen to keep it as simple as possible, be it with the form rules or if that's more complex with the new forms, a Pipleine would be fine.
Thank you for your assistance.
Joe
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Personal Tax Team
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ChayceDuncan
12 months agoQrew Captain
I would personally just go with a Pipeline then - triggered on when the Notes field changes and just write back the last modified information into your log fields. Simplest solution to go with new forms at this point in my opinion.
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Chayce Duncan
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