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Automatic Reminders

New Member
Posts: 2
Country: USA

Automatic Reminders

Hello, I'm a new user of this program and I was wondering if it is possible for ACT! to send automatic reminders.

Let's say that I scheduled a meeting with one of my contacts on 7/20/2010. Can ACT! email a reminder to the contact and me a day before?

If this is not possible, are there any addons that can do this for me?

Thank you in advance.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Automatic Reminders

Hello Thanatos,

Welcome to the Act! Online Community!

 

While there is an option to 'Send Invitation Email' on the initial scheduling of the calendar item, there is not a built-in option for sending a follow-up email reminder automatically.  As for a reminder for yourself, you can set the alarm for the calendar item to increments of: 1 day, 5 days, and 30 days (along with the minute/hour options).  This will be an alarm produced within the Act! program (Alarms window pop-up) and will not be an email sent to you.

Greg Martin
Sage
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Automatic Reminders

I think the closest AddOn you will find that will do this is Sales Automation Manager by Northwoods at http://www.crmaddons.com/p-36-sales-automation-manager.aspx

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
New Member
Posts: 2
Country: USA

Re: Automatic Reminders

Thank you for your help.

Copper Super Contributor
Posts: 128
Country: USA

Re: Automatic Reminders

Any third party application or add on available that would recognize the popup and continue with alerts where act lefts off ie send email/sms??

 

maybe some kind of change screen recognition program

 

thanks

server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory
http://www.act.com/support/getting-started-documentation
http://www.act.com/support/downloads/act-premium-v16
http://kb.swiftpage.com/app/answers/detail/a_id/36097kwAdministrator%27s%20Guide
Copper Super Contributor
Posts: 128
Country: USA

Re: Automatic Reminders

found this

"http://www.toplineresults.com/toplinehelp/alertshelp/default.htm"

server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory
http://www.act.com/support/getting-started-documentation
http://www.act.com/support/downloads/act-premium-v16
http://kb.swiftpage.com/app/answers/detail/a_id/36097kwAdministrator%27s%20Guide
Copper Contributor
Posts: 20
Country: Australia

Re: Automatic Reminders

Hi Thanatos,

 

My name is Duane Morrison Smith and I am the developer of the ACT Mobile Messenger,

which is a text messaging Add-On for Act!. The ACT Mobile Messenger can literally send

automatic text message activity confirmations and reminders based on any scenario you 

can think of. In fact most of our customers our much more creative then we are with ways

to trigger text messages from Act! using the ACT Mobile Messenger.

 

Please take a look or try out the ACT Mobile Messenger when you get the chance.

 

Kind regards

Duane

 

Duane Morrison Smith

ACT Mobile Messenger

 

+61 (0417) 498 635

duane@actmobilemessenger.com

www.actmobilemessenger.com

Duane Morrison Smith
ACT Mobile Messenger

+61 (0417) 498 635
duane@actmobilemessenger.com
www.actmobilemessenger.com