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Question

Next Work Date/Follow-up Field

  • November 3, 2021
  • 0 replies
  • 19 views

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!
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MarkShnierYou
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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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