We are using the Relation object (a bit different than an account) and I'm trying to find a way to see all my to do's (whether its CTAs or tasks) grouped by relationship name and sorted by the contract end date.
If I create several CTAs per relationship- I can't group by relationship and sort by end date.
And If I create one CTA per relationship (with several tasks per CTA)- the tasks will be displayed forever, even after completion. (they remain crossed-off)
Do you have any suggestions about how to see all my relationships, sorted by end date and to see each relationships CTA or tasks? It seems like a logical way to see all my to do's.
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at firstname.lastname@example.org and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.