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22/09/2023 at 13:09
#31063
Forum Participant
Hi Anne
To overcome this issue I created a MS Query for the Follow Up activies. Similar to the Crystal Report but as the spreadsheet is linked to Synergetic, you can refresh the document at will! The idea being that you add activies during the week and open the spreadsheet on a Monday see any follow up activites pending for that week.
Hope that helps.