User Manual 2.2
 
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(c) Endless Realities Inc.

3.9.4.1. Successor Dog

If you select Successor Dog it will create a new Client Tracker record and either send the email 02S - Applicant - Successor Dog Application Package or create the task Successor Dog for Client Name based on the value set in Preferred Communication Type.
 
Prior to completing the task, the Status, Status Notes and Application Package Sent fields will be set as follows:
 
The following fields will be updated after the email is sent, or the task is set to Completed:
3.9.4.1. Successor Dog
1

On the Contact Record

1. On the Contact Record
 
2

Dog Tracker Fields

2. Dog Tracker Fields
Current Placement and Current Placement record will clear.
3

Current Client Tracker

3. Current Client Tracker
This field will update to the newly created Client Tracker record.
4

On the new Client Tracker record

4. On the new Client Tracker record
5

Successor Dog

5. Successor Dog
This field will be checked to indicate this is Successor Dog record.
6

Stage

6. Stage
Will be set to Applicant
7

Status

7. Status
Will be set to Pending Completed Application Package.
8

Application Package Sent

8. Application Package Sent
Will be set to the current date.