Good Afternoon. I am trying to flush out the way I can create a relation with my private and public databases. I need to have my private databases be able to pull from my "team" databases based on assigned to me. Any suggestions?
Has anyone modified the Template to do follow ups on a specific date that you designate, versus an automatic date set on a loop? My follow up doesn't really work that way. It's more intentional, if that makes sense.