Hi There,
I have a form that I'm populating a table from SQL (Customer ID's and Names based on next visit date selected from Input). I'm using a table so that they can all be shown and the Sales Rep can remove any if needed.
I am then wanting to create tasks for each of those customers so that a sales Rep can visit each of them and as he visits them he can then submit another form (the task form) to indicate he's visited them and put in any comments.
I've been playing around with Workflows, but not sure this is the best approach.
Is there a way to create separate Tasks for each Customer in bulk?
Thanks heaps.