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Setting auto activities from a date trigger field

Copper Contributor
Posts: 10
Country: United States

Setting auto activities from a date trigger field

I'm not sure if this is the right location for this - I use this message board infrequently. 

 

Question  _ I have custom fields set up on a date basis - when you exit the field after entering a date it automatically triggers the activity series pop up window to auto schedule traces.  Is there a way to have the start date field in the activity series template pop up window automatically mirror the date put in the custom field?  The date is the same for both and I have to manually change it every time.  It would save significant time if the date pulled from the custom field date automatically..............

 

Thanks 

Andrew Boardman
San Antonio Texas