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Automatically Launch a New Screen

Tuned Listener
Posts: 5
Country:

Automatically Launch a New Screen

Hello - I use Sage ACT! Premium 2011 Version 13.1.111.0, Hot Fix 6 and what I would like to do is this:

 

When a specific field in the contact screen is changed to a specific value - I would like ACT to launch a New Opportunity - to automatically steer the person entering the information to the new opportunity entry.

 

Can this be done?

 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Automatically Launch a New Screen

There isn't a function within the program that can do this. You can set a field to launch an Activity Series or other program (ex: Excel file) by setting the 'Field Trigger', but not create an Opportunity. Members of the Community may know of a add-on that will do this.
Greg Martin
Sage