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'Date' field automatic filling after creating a new client

Updated at: • Number of views: 3061 • 2 min read
The first contact with a potential client is extremely important. You build new relation since the very beginning, from the moment of saving new record in your client's database. It doesn't matter if you have a large group of traders, or you're just about to start with your business, it's always good to know your clients needs. A well known, old-fashion way to learn that is just to call a client.

Sugester will help you to make sure that each new record in your CRM was called. All that with a simple macro you can set in your account.

For instance, if you want to reach your client 2 days after he/she created an account, started a demo version or bought something, Sugester will automatically fill in the custom field with a 2 days later date, after a client was created in the system. So you don't have to do it manually. What's more, you can easily display 'to call' contact list with a simple search in clients.

Macro will work only when a new client will be created and the custom field won't be filled in (in our case date1).

Before you set the macro:
  • add to a client's profile custom field 'date', which will be filled in automatically when action's script conditions meet. It will help you to monitor the time you should call your client
  • check the system name of the 'date' custom field - learn more here
Fill in the name, in the Kind field select Change actions in clients



In the Condition script write down:

client.id_was == null && client.date1 == null

In the Action script write down:

var now = new Date()

    var someDate = new Date()



    someDate.setDate(now.getDate()  + 2)

    var dd = someDate.getDate();

    var mm = someDate.getMonth() + 1;

    var y = someDate.getFullYear();



    var someFormattedDate = y + '-'+ mm + '-'+ dd;



Sugester.update_client(client.id, {date1: someFormattedDate})

 
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