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Schedule follow-up appointments, Calendar / Business Process interaction
... Grant. Good afternoon,       When a Deal is completed (won) we need to book in a follow up appointment one year later to make sure everything is fine with the installation, I'd like to set up a business process to schedule the appointment on the calendar exactly one year after the Custom Date/Time Field "End Date" and assign it to the same employee every time. Is there any way to accomplish this with a BP orwould this level of functionality only be available in the self hosted version ...
Modified: 08/11/2014
Pages: 1
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