I have a situation where we create tasks related to each partner we are recruiting - that task gets assigned some fields, like did they participate last year, what level are we recruiting them at, etc - and houses any comments made on that task which would be a paper trail for our recruiting efforts.
We then send a form to said partner. The answers to the form end up being linked to custom fields that tell us pertinent information relating to how they want to partner with us.
As of now, when that partner fills out the form, we have to manually merge the original task and the newly formed task in response to the form by updating the original task with the new custom fields and copy over the form resposne.
My hope was that I could use the “Merge duplicate tasks” tool, but I found that no matter which way I merge, I lose information from one of the tasks - fields, comments, etc.
Is anyone familiar with a workaround here that would allow me to automate this process of merging the two tasks and maintaining comments and custom fields and/or at least take some of the manual work out of it?
This wouldn’t be that big of a deal except we have to go through this process for 40+ partners every year and imagine there has to be an easier way.
Any thoughts much appreciated