Does anyone have an idea how can I dynamically create entities due to changes of values in custom (or system) fields?
Here is my business need:
I implemented a CRM process for a consulting company. I renamed the potentials entity to projects. This way I can link projects to customers. Then, I manage for each project tasks and events.
In the project custom fields I had created the following fields:
Reoccurring Project checkbox: X
Project's end date: 31/12/2012
Reoccurring period: Monthly
How can I create reoccurring projects for each month (that copies all the project related data) that automatically renews itself on a monthly bases till the project reaches Project's end date ?
Please share any ideas you may hove on this,
Merry Christmas -:)
Dansk Sun