06-09-2017 04:51 AM
I need to conduct calls with clients as if they were meetings. These are scheduled calls in advance, just like meetings are scheduled in advance. But, they are not meetings; they are phone calls. I need to record in History whether or not I have a Meeting or a Call because the distinction is highly important in my profession, as it is in many professions.
When clearing a Call Activity, the drop down box for Results offers:
Like Meetings that could be cleared as Meeting Not Held as a Clear Activity option, a phone call may not be held; however, the Clear Activity drop down box does not offer a "not held" option.
Can the Clear Activity Results drop down box for a Call Activity be edited as to include a "Call Not Held" option? If so, how can it be done, step-by-step?
Thank You, Thank You, Thank You
06-09-2017 05:23 AM - edited 06-09-2017 05:27 AM
I would suggest you create a custom Activity called "Client Call" or whatever is suitable to identify it.
See the following KB - http://kb.act.com/app/answers/detail/a_id/13870
06-15-2017 06:05 PM
Custom Activities for not create a date field which means you cannot search for Not Contacted within a date range on that custom activity like you do with
Last Reach etc
We do have a custom plugin however that resolves this if interested $35 per user AUD
It allows you to create a date field with the same name as the customer activity, once this is done the date will will update on clearing a custom activity