Automatically Setting the Callback Date

The callback date can be set automatically when saving an Account from either the Customer Status or Response.

To configure a Response to set the callback date you will need to go to the Menu option, Setup > Responses

Create a new Response by clicking the New Response button or click on the Response to edit it.

Enter the number of days and/or the number of minutes to add on to the current date/time in Increment Nextdate.

To set a Status to set the callback date go to the Menu option Setup > Customer Status

Create a new Status by clicking the New Status button or click on a Status to edit it.

Enter the number of days and/or the number of minutes to add on to the current date/time in Increment Nextdate.