Create a Follow-up action for a new Task on a specific date automatically
Does anyone can help with a solution I can't solve
in Zoho bigin functionality:
When I create or update a Task the
customer ask to be reached in 3 days or on a specific date and I would like
to Create a Follow-up action (a new Task) on specific date
automatically from the original I have editing at the moment.
Clone the task is not an option because is a manual procedure.
PS: I have the same situation on a Business
but there I could solve it by adding new fields on the business form combined
with a Workflow
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