Hi all,
Here is the situation:
In Potentials, I have a date field ''CLG - Activation Date''.
In Accounts, I have a checkbox
''Active CLG Customer'', a date field ''CLG - Activation Date'' and a date field ''CLG - Deactivation Date''.
What I want (I'm guessing I'll need a custom function) :
1) When my account manager creates a new Deal, ''WIN'' and there is a ''CLG - Activation Date'', I want the same named field in Account (CLG - Activation Date) to be updated and the checkbox checked (
Active CLG Customer); both only on the specified date, not before.
2) If, the field (CLG - Deactivation Date) is filed in Account, I want the checkbox (
Active CLG Customer) uncheck on the specified date, not before.
Is this all possible ?
Thank you,