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  1. abacon

    Scheduling calls with automated process

    I have your hacker's guide to 6.7, it's a good read, just wish I had more time to dive into it. My problem with using the completion date is that I might not know until weeks later that a project has been completed. I'm going to try to use your birthday example and refine that a little more.
  2. abacon

    Scheduling calls with automated process

    Thanks DJ, I actually found one of your manuals and I am reading the part about AP at the moment.
  3. abacon

    Scheduling calls with automated process

    I use the field tab to enter a completion date of a project. I have a lookup.ini file that will populate a list of 30, 60, 75 and 90 days from that completion date. I am trying to make an automated process that will use any of these fields to generate a call to the contact, referencing those...

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