Create a Task list based on dates from different forms
Hi all,
I would like to create a task list based on information captured for different forms
ex: I have a Client's Birthday fields - on Client information Form
Broker Birthday Field on - Broker Form
Follow up Date - on Referral Form
So I would like to create a to-do-list / Task list if any of the above happens it should be added to the list
ex: Client's Birthday - Mr Koos is having his Birthday Today with his Cell number
ex Broker Birthday - Koos Marias is having his Birthday Today with his Cell number
ex Follow up Date - Please phone Koos Marais to follow up on our services - with Cell and Notes captured
Hope this makes sense and that someone will be able to assist me
Regards