Forum Discussion
DonLarson
2 years agoQrew Elite
Joe,
I have got a customer with the same issue. They need many tasks with different Due Dates. Here is the architecture we use:
When an Opportunity is created a Pipeline starts.
It creates Tasks for that Opportunity that mirror all the Task Types in the Task Library Table.
The Due Date of the Task is a calculated in the Pipeline and not in a Formula Field in QB
Due Date = Expiration Date + Offset, the Offset can be positive or negative
The nice thing about this model is that the VP Sales can edit the Library table. He can make as many Tasks with what ever offset and Due Date that he wants.
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Don Larson
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