04-16-2009 10:41 PM
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?
04-21-2009 08:04 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
04-26-2009 12:42 AM
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