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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Comments
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Daniel, I made the switch as you suggested but got the same result. The task is created and linked to the customer record but not removed from the search so a task is created every half hour instead of just once. Please let me know if you have any suggestions.
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I would like to achieve an automated process to assign tasks to sales reps any time the last contact with a specific customer happened over 30 days ago. I would also like to create a similar work flow that will create a task for sales reps when the last purchase by a customer was over 14 days ago.
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The search works outside of the workflow. It reports customers for a particular sales person which does not have a current task with the status of "not started" or "in progress" and an LSA older than 30 days. If I go to the customer record create a task for the customer's sales person and rerun the search, the customer is…
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I am not sure a fully understand the question . After the workflow creates the task it can be accessed through the activities tab on the respective customer record so I assume the necessary link is there.
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Daniel, In the work flow I have the set field "company" selected to "contact lead source" under the join column. The task is created and I can access it through the customer record under the activities tab but it will not come off the search results. I will try setting company field to current record.
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Yes that is correct.
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I have not resolved this. Support was unable to help. Their only suggestion was to try using scrpt.