Follow up list with with SharePoint or other software?
Does Microsoft have a software or SP list functionality that can work as a smart follow up list? If not what out of box software would you suggest for this? Here's what I'd like to do: 1. Add customers for follow up, along with the assigned employee and a "resolve by" deadline 2. Employees should call customers for up to 12 total attempts. Until they either: A. Mark the case resolved, B. Exhausted 12 attempts or C. The "resolve by" date has passed Once A, B or C satisfied it should automatically no longer show it assigned to the employee's list. 3. Follow up attempts should ideally be spaced 5 days apart so it should show the employee the last attempt date so they can gauge when next to call.