Our SugarCRM version is 7.7.2 Enterprise.
I am trying to build a logic: Allow the sales reps to create a scheduled follow-up call when closing an existing call = to do both in the same record.
Goal: To avoid several clicks.
I created a new field in Call => Datetime => Next Call.
When they log a 'held' call (or change an existing scheduled call), they then have the possibility to fill the Next Call datetime field.
I want the system to be able to create the new scheduled call based on this information.
As I couldn't build the logic at once, I created another Datetime field in the Account and created the following logic:
Business process 1:
IF Call Status = Held AND Next Call Date >01/01/2015
THEN update Next Call in Account
THEN Wait 1 min
THEN update Next Call in Account to 01/01/2014
Business process 2:
IF Next Call in Account > 01/01/2015
THEN Create related Call (Start Date = Next Call and Status = Scheduled)
- The first BP didn't work. I tried to simplify it to check but it just won't update the field on the Account.
Has anyone any idea why please?
Also, if you have a better idea about how to build this, more than happy to hear about it