Hi Guys, we have an on boarding system for new clients in our accountancy practice. I want to create a checklist of items to complete, however I only want the form to be shown as completed once all items have been ticked. What is the best way to achieve this?
You could manage this with opportunities. With opps you create stages and in those stages you can create a list and make whatever items in the list for each stage required in order to move that stage. So when they update the opportunity record on a contact, they would have to check the required items as having been completed before moving them to the next stage.
Thanks for taking the time to respond John, I will have a look at that.