AnsweredAssumed Answered

Tracking Next Call Due Date IF Relationship Type is Current Client?

Question asked by Kayla Ebert on Jan 11, 2019
Latest reply on Jan 11, 2019 by Kayla Ebert

I'm really new at using calculated fields, so I am hoping someone with a little more knowledge can assist me on this.

 

The following article walks you through creating a Next Call Due Date based on the size of the account (small, medium, and large). http://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Sugar_Logic_Walkthrough_Next_Call_Due_D… 

 

I'm trying to create a similar field.

 

I would like the "Next Call Due Date" to be set for 30 days if the contact relationship type equals current client. I imagine that the formula has to be simple, but all the different variations I've tried do not work. 

 

Have anyone else created a calculated field like this- or are you aware of any documentation I may have overlooked?

 

Also, I'd be curious to read up on how to become more familiar with calculated fields. I feel like I could really open some doors if I gain some knowledge on this topic.


Thank you!!!

Outcomes