BPM date fields

If there was a meeting that had been scheduled and the date/ times has passed, and sales has not updated the meeting, can the status automatically update to CLOSED or something equivalent.

I was trying to achieve this using BPM but I cannot use the criteria scheduled date is less than the current date - is their another way to achieve this? 

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  • Hi Leaya, I agree with Ben regarding potential problems.

    User laziness to not update that a meeting was held should not be tolerated, mainly because that would also imply users didn't also update the notes or the meeting outcome which sometimes could warrant another action.

    I would suggest adding the 'Planned activities' dashlet to their main dashboard so they can see overdue Meetings and Calls so they can address quickly with simply click to either close as held, cancel, or go to the outstanding record to update everything.

    I actually know how to achieve what you want but thought I'd try and get you to evaluate the advice for best practice first.
    Hope you're not offended Blush

    .

    CRM Business Consultant

  • is definitely right!

    Although I have to say, that the prebuilt Planned Activities Dashlet at least for us is rather useless, since it doesn't display any other helpful information for the user (if they don't put it in the subject line of each activity (like the customer's company name or customer number for example). So, we are always using a Listview-Dashlet for these puposes - with all the downsides that brings along (not being able, to share it easily, if it has a more specific filter for example).

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  • is definitely right!

    Although I have to say, that the prebuilt Planned Activities Dashlet at least for us is rather useless, since it doesn't display any other helpful information for the user (if they don't put it in the subject line of each activity (like the customer's company name or customer number for example). So, we are always using a Listview-Dashlet for these puposes - with all the downsides that brings along (not being able, to share it easily, if it has a more specific filter for example).

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