Assigning a follow-up date to a record

Completed

Heather

April 02, 2018 19:38

In a typical CRM, you can flag a record with a follow-up date.In Salesforce, after you enter a touch to a client/member, etc. you can set it for a future follow-up date and when you log-in in the AM, you will see all your follow-up calls for the day. With Databank, the only way option you offer is to flag someone which doesn't even show on the front-end, you have to run a report and it isn't date specific. 

Adding this feature would allow this DB to act more like a typical CRM. 

1

• Official comment

  

  sean

  February 04, 2020 19:09

  Although it's not quite the implementation suggested, this can now be accomplished via TODO activities.  Create a future-dated activity with Activity Type TODO and a note of what to do.  An email reminder will be sent on that date.

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