| | | Forum Newbie
       
Group: Forum Members Last Login: 6/7/2011 4:51:18 PM Posts: 2, Visits: 4 |
| We have trouble getting everyone to complete the dates required for the mortgage call report. It seems when we set the rules for each date field it goes from one date field to the next requiring all to entered at the same time. Any ideas on setting rules to trigger these dates to be completed would be greatly appreciated. The prospect date and the application date we have no problem with. It seems to be when we get to submitted date, approved date and clear to close date.
Vicki Hill |
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