Follow-Up task carrying forward Completed DateTime and saving to database.

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Anyone else experiencing this? When creating a follow-up task that you to another task that you are completing. When the follow-up task appears on your screen (status set to pending) after original save, it carries forward the completed time from the previous task, and saves it to the database. I find this to be extremely strange considering if you take a task and set the status to pending it automatically wipes out the completed date. I applied a trigger to the Communications table on the Insert to fix this, but individuals will still want to wipe out that date which takes time and adds up. More importantly if they didn't wipe that date out it messes with our reporting.

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  • 0

    So I can make sure I understand your issue can you give me the exact steps to reproduce.  Also can you reference the fields in the communication table that you see updated?

  • 0 in reply to Sage CRM

    Log In to Sage Navigate to any task/communication list. Click the Completed check mark from the list of tasks/communications. This should open the task/communication. With the status set to Completed and then check the box to Create a Follow-Up task. Once you click save, a new task/communication opens with the Status set to Pending, and date filled into the Completed field.

    Normally if you had completed a task and then set the task back to Pending the Completed date gets wiped out. in this instance the date is not being wiped out.

    The fields discussed above are the [comm_status], and [comm_completedtime] fields.

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  • 0 in reply to Sage CRM

    Log In to Sage Navigate to any task/communication list. Click the Completed check mark from the list of tasks/communications. This should open the task/communication. With the status set to Completed and then check the box to Create a Follow-Up task. Once you click save, a new task/communication opens with the Status set to Pending, and date filled into the Completed field.

    Normally if you had completed a task and then set the task back to Pending the Completed date gets wiped out. in this instance the date is not being wiped out.

    The fields discussed above are the [comm_status], and [comm_completedtime] fields.

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