Put the club's meeting dates on the customer

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

The referat tells us two dates: the meeting it reports, and sometimes the next meeting it announces. Both live in the inbox until you say where they belong on the customer. Then they behave like any other date you keep yourself.

  1. 1Open Dokumentovervågning.
  2. 2Find Mødedatoer på klubben.
  3. 3Pick the date field for Seneste møde and for Næste møde. No date field on the customer yet? Opret de to datofelter makes both for you.
  4. 4Gem og udfyld. Every club is filled in right away, and kept current from then on.

A field you leave as Bruges ikke is never written. That is the off switch: choosing a field turns the writing on, clearing it turns it off, and nothing else on the customer is touched either way.

Once a date sits on the customer you can show it in the list, sort and filter on it, and build automation from it, exactly as with a date you typed in yourself. Choose columns and sort a list

The two dates do not fill in equally. The last meeting comes from the referater you already hold, so it appears for most clubs at once. The next meeting is only known when a referat says so and has been analysed, so it fills in gradually, and the card tells you how many clubs have each one.

A next meeting that has been and gone is removed rather than left behind: a date in the past in a "next meeting" field reads as a plan that is not there. The last meeting is never cleared, because it stays true.

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