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Clearing "activiites" date

Copper Contributor
Posts: 10
Country: United States

Clearing "activiites" date

When clearing an activiity, it is recorded in history on the date it is scheduled not the date it is done. For instance, if an activity was scheduled for Thanksgiving day but isn't done until Monday, history will show the activity as being done on Thanksgiving unless the user is paying attention and manually changes the date. Wouldn't it make a lot more sense to make it record the date that the activity is really cleared and allow for an override if necessary. Not the other way around.

 

Better yet, if the current date is different than the scheduled date, it would be great if ACT opened a window and asked if you would like to update the entire series. The way it is structured now allows, even encourages, mistakes. My users like to do an activity and check it off.
Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: Clearing "activiites" date

In ACT! the standard, non-custom, activities are Calls, T-Dos and Meetings. Most times a meeting will be on the day specified. If you have missed it then you have missed it. The other two which could be called tasks as in Outlook, generally don't need to be at a precise time/date. There is the capability to rollover activities in ACT! and if you follow that process for tasks,  then they will be recorded in history at the date of completion by default. In terms of Meeting, if you missed it then you can close it as 'Not Held' in which case it makes sence that it defaults to the scheduled day.

Having said tha,t I can see that a user based preference setting that determines the default close date as today or the scheduled day, might be useful for people who do not want to follow the process of rolling over tasks. For a reoccuring activity there is a pop up that asks if you would like to update the entire series or just the one occurence. In general, less pop-ups is best for efficiency of workflow.    

 

Graeme Leo
Xact Software - consultants and developers
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Copper Contributor
Posts: 10
Country: United States

Re: Clearing "activiites" date

Hey New Zealand, thanks for the perspective. Unfortunately we are one of those businesses that does not roll over activities because it is important to us to know which activities are the oldest and need to be prioritized. But you are right there are many different ways to use ACT depending on ones business model. In preferences we are allowed the ability to automatically display dropdown lists for certain fields when scheduling activities. If this option was available for clearing activities, it would at least be a reminder to the user to look at the date recorded.