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Garg Ankit
I want to make a checkbox ticked automatically if field “Days since last acctivity” is greater than 7 and field “Visit Frequency” is is set to weekly. Please note “days since last activity “ field is formula field with date and “Visit Frequency “ field is
I want to make a checkbox ticked automatically if field “Days since last acctivity” is greater than 7 and field “Visit Frequency” is is set to weekly. Please note “days since last activity “ field is formula field with date and “Visit Frequency “ field is a picklist.
Best Regards.
All Answers
Best Regards.
This has helped a lot.
Can I also see if that account is touched twice in a Week where the "Visit Frequency" field (This is a Picklist) is set to "Weekly" ? If that Account is touched twice where the "Visit Frequency" is Weekly, then the Sales reps are exeeding the Visit Frequency and this is Exactly i want to monitor.