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Automation of Events in ACT

Copper Super Contributor
Posts: 478
Country: Australia

Automation of Events in ACT

Hi

 

Is it possible to do either of the following

 

1) Automate particular events in an Act Contact eg: send an email birthday card to a client on their birthday?

 

I thought that with the Act contact database tied in with Outlook i may be use Outlook for this if it is not possible with in Act?? 

 

2) Automate particular events in an Act Opportunity eg: yearly renewal of the opportunity send an email?

 

Thanks

 

Jason


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Automation of Events in ACT

You can schedule recurring activities and annual events for these items in ACT!, but there are no built-in processes for automation. There are some third-party add-on products that I believe can automate particular processes, such as SwiftPage, ACTivator, and Outreach IT. You can find more information about these and other add-on products at the Sage Partner Solution Source website.

Greig Hollister

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

Copper Super Contributor
Posts: 478
Country: Australia

Re: Automation of Events in ACT

Ok another job for the 3rd party guys

 

Is there anyway to automate the creation of the recurring activities?? given that i would rather not have to go through each record individually


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6