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Activity priorities

New Member
Posts: 8
Country: USA

Activity priorities

We recently upgraded from Act Premium 2011 to Act Premium V17. (Actually it was a migration to another server)

We have ran into an issue when a user has activities rolled over. When she has a high priority to-do that she schedules a call for, the priority level is now defaulting to low. In 2011, it would retain the priority level of the to-do that it was created from. I have tested this in the lab with the old server and have duplicated her issue.

How do we get activities to retain it's previous priority when scheduling a call from it?

 

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Activity priorities

Hi Ian,
I'm not quite sure how you are scheduling a call from the to-do, there are a number of ways it can be done, and in testing on both Act 2011 and v17, the problem couldn't be replicated on our side. Could you please post the exact click-by-click steps you are taking?
New Member
Posts: 8
Country: USA

Re: Activity priorities

I think I described it wrong.

This is what my user told me.

 

When I rollover calls they used to stay at the existing priority and now it defaults to medium which is how I setup the initial to do or call.

 

Thanks,

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Activity priorities

Hmm,
We couldn't replicate the scenario on our end. Does the issue occur on other Act! users or databases?

We'd really need to do some further troubleshooting on this. Please call our technical support team on 866 873 2006 for further help on this issue.
New Member
Posts: 8
Country: USA

Re: Activity priorities

[ Edited ]

It happens on her remote database as well as the server copy.

I will test it on my remote DB

I don't have support, they want $400 for 30 calendar days.