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Action on opening contact

New Member
Posts: 1
Country: United_Kingdom

Action on opening contact

Hi,

 

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.

 

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Action on opening contact

[ Edited ]

Hello Rebootthat,
Welcome to the Sage ACT! Community. There is not a function to that within ACT!, but these add-ons may help:
http://www.actaddons.com/products/2005/adv_lot_notifier.asp
http://www.actaddons.com/products/2005/smart-notes-for-act.asp

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: Action on opening contact