Hi all
We are using the Relation object (a bit different than an account) and I'm trying to find a way to see all my to do's (whether its CTAs or tasks) grouped by relationship name and sorted by the contract end date.
If I create several CTAs per relationship- I can't group by relationship and sort by end date.
And If I create one CTA per relationship (with several tasks per CTA)- the tasks will be displayed forever, even after completion. (they remain crossed-off)
Do you have any suggestions about how to see all my relationships, sorted by end date and to see each relationships CTA or tasks? It seems like a logical way to see all my to do's.
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