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Andy Thompson Creating a days unitl open task filed within the opportunity
I am looking to create a field in my org's opportunities that display the days until the next scheduled task/activity. I would ultimately like to display that number in my reps "opportunity view" so they dont have to dig into a report for the information. I have been able to set up a number that refrences the last logged activity to show how far it has been since we last contacted them. I need to do just the opposite. If there is an open activity/taks, I need the field to display the number of days from today. Perhaps refrencing the open activities due date. A nice customer support rep suggested I familiarize myself with apex triggers.
Forza di SognoAlternatively download the Rollup Helper app from the AppExchange and build a query to stamp the date of open future task on the opportunity and use that field in your calculations.