Showing posts with label Automatic work flow. Show all posts
Showing posts with label Automatic work flow. Show all posts

Wednesday, April 17, 2013

Automatic flow for Visits in CRM

Since workflow normally waits for a future date so let me give you a simple solution for this.
- Create a custom field at contact named next Visit
- Create two workflows:

#1 Update Next Visit (This workflow sets the next Visit first time and will not execute thereafter)
Fire this workflow on create of contact/account or on change of Visit field.
If Visit contains data Then
Update Contact Next Visit Field by adding 3 Months in Visit field

2) Birthday Reminder (This workflow sends reminder emails and updates Next Visit Field after each execution by adding 3 months)
If Next Visit contains data Then
Wait untill 5 days Before Visit
Send Email reminder to user - Receptionist
Update Next Visit= After 3 months of Current Visit