Diary/Calender/Scheduler Plug In?

[SteveGriff]

Hi. We've created a database containing customer contacts and notes about those contacts such as when last contacted and when to next contact. Anyone know of where I can find some plug-in which alerts the user on a specified date to call their customer back? I've found many calender pop up plug-ins but none of these seem to have a call management feature.

Yours hopefully,

SG.

[danjacoby]

Create a "CallBack" field that determines when it's time, then run an Open script that looks up who needs calling.

Plug-ins? We don't need no stinkin' plug-ins!

[Philland]

How about doing this with a calculation? Create a "last called" field which will have the date of the last contact with the client, then create a calculation field that will be an If/Then statement along the lines of If "last called" plus "30" is equal to or less than "current date", "Call Client" otherwise "". This should automatically display the alert to call 30 days after last contact.