02-21-2013 01:04 PM
Is it possible to invoke an action just by opening a contact in Act?
Basically, we have a custom date field and would like to check this custom date field whenever a contact is opened.
If the custom date is before or on the current day, then a pop-up should appear warning the user.
Any help would be appreciated.
02-21-2013 03:31 PM - edited 02-21-2013 03:31 PM
Welcome to the Sage ACT! Community. There is not a function to that within ACT!, but these add-ons may help:
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
02-21-2013 03:39 PM
I'd take a look at either http://www.durkincomputing.com/Smart_notes_for_ACT.aspx or http://www.durkincomputing.com/TabIndicatorforACT.aspx