We have a number of clients on rolling contracts which don't have end dates. I would like to be able to automatically generate a new potential based on an existing client Potential.

 

We've setup our Potentials in a way to allow us to capture Expected and Actual client income however the limit of 15 numerical fields per modules has resulted in us having to setup the form to last one calendar year.

 

So, when Date To of existing potential is reached (31/12/2013), what I want is for the CRM to create a new Potential which users can then update with new information for 2014 (1/1/14 to 31/12/14).

 

I know we can use the Clone button to copy and edit details but when we're talking about several hundred records that becomes an extremely manual task for the staff involved.

 

Look forward to your feedback.

 

thanks

Ryan