Originally Posted by
orange
How do you define FollowUpDate? When, where and how do you populate this field? That is what triggers a FollowUp in your business?
Consider Customer -->CustFollowUp
where CustFollowUp has fields such as
FollowUPID PK
CustomerID FK
FollowUPDate
FollowUpComment
In general:
If FollowUps start after a Sale or Order, then you would create a Followup based on that Activity.
-find the Max(FollowUPDate) for a Customer
-if today's date is >= that Max(FollowUpDate) for that Customer, then do a FollowUP
-if today's date is < that Max(FollowUpDate) for that Customer, then no FollowUP is required
If FollowUps occur on some defined frequency (3 months/90 days), then adjust to compare Max(FollowUPDate) + 90days to Today
Good luck.