Automatically create note when updating a UDF
I use a UDF to track my clients' "Review Status" with values set as Scheduled, Completed, Waived, or No Response. Is there a way to have a change in the UDF value automatically trigger an action? What I'd like to have happen is:
IF UDF value = Scheduled, THEN create new activity (to open the create activity dialogue box so I could add their appointment to their Redtail account).
IF UDF value = Completed, THEN create new note (so I can enter notes about the review).
IF UDF value = Waived, THEN create new note (so I can add a quick note why the review didn't happen).
IF UDF value = No Response, THEN create activity/task (so I can set a reminder to follow up with the client).