11-15-2012 11:43 AM
I am trying to develop the use of Smart Tasks and want to do the following.
Landing page takes details and adds them to ACT. Working OK.
Smart task looks at new record and assigns to Record Manager according to set criteria. Working OK.
Smart task now creates an Activity for the record manager.
No options to do this that I can see. I can make it a named user but not one that gives it to the record manager. Am I missing something?
11-15-2012 12:22 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.