Ticket, Task or Meetinglösung
Jan 23, 2020 12:41 AM
I'm a noobie and using free CRM version. I've been reading all the help on the different capabilities but would like advice on which way would be best to proceed.
I want to record multiple pest treatment events (date, type of treatment, cost, other notes) for one Contact, and then I want to filter (or generate a list) of contacts who are due for their next annual treatment (e.g. 11 months on from their last treatment event).
Would this be best suited to Tickets or Tasks (or maybe Meetings)?
Many thanks Christine
Gelöst! Gehe zu Lösung.