Forum Discussion

Gelo's avatar
Gelo
Qrew Trainee
3 years ago

Next Work Date/Follow-up Field

Hello! We have a date field for Collectors called "Next Work Date"  which is essentially a follow-up date. They input a date and that field serves as a reminder to follow-up with that customer on whatever date was entered.

My question is, is there a way to filter out an account with a "Next Work Date" from their active worklist table report and then have it re-enter their active worklist table report on that date?

Thanks in advance!

2 Replies

  • sure, you can out a filter that record will show when
    any 
    [Next Work Date] is blank (just blank out the date field)
    [Next Work Date] is on or after Today

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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    • Gelo's avatar
      Gelo
      Qrew Trainee
      Oh my gosh, that is literally the simplest way and I didn't even think of that. Thank you!!!

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      Gelo
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