02-18-2009 12:43 PM
I was wondering, is it possible to link the anchor of an activity series to a specific field. For example, I have an activity series I want to schedule and I enter the anchor date. The anchor date is also the same as a custom field I have. Is there anyway to anchor the activity series linked from the custom field. Meaning if I update the custom field the activity series would update?
02-23-2009 09:25 AM
Unfortunately, this cannot be done. I'm not sure if there's an addon product available that will be able to do this also. You can setup a field trigger on the field to automatically schedule an activity series, but it will not look at the field for the anchor date.
Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/
02-24-2009 04:29 PM
thanks for the reply. I am aware of the feature where editing a field will trigger me to select an activity series but this will not help me with what I need. I will suggest it for a feature for a future version.