Community
Showing results for 
Search instead for 
Do you mean 
Reply

Create Automtic Follow-up

Copper Contributor
Posts: 37
Country: USA

Create Automtic Follow-up

Is it possoble to create an automatic followup, for X days, when you create a new History?

 

Thanks

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Create Automtic Follow-up

Hello dougl,
I don't see a way to do this automatically. When you create a new history, you will need to click the Follow-up button to create a follow-up activity.

Greig Hollister

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

Nickel Super Contributor
Posts: 352
Country: Canada

Re: Create Automtic Follow-up

Hey Doug,

 

That sounds like an interesting idea.  Can you expand on the scenario?

 

I'm an ACT! Addon developer and this sounds like something that others could use if it existed.

 

Cheers,

Len

Len Kamerman
ACT! Certified Consultant

Act E-mail Marketing Trainining Course:

http://actsoftware.training
Copper Contributor
Posts: 37
Country: USA

Re: Create Automtic Follow-up

I use hostiry to record vists, calls etc.

While Ihave the Appotintment, call etc icions to click ..it is easy not to clickthem

I would like to set a schedukled event screen to automatically occur when we go out of that History entry.

Nickel Super Contributor
Posts: 352
Country: Canada

Re: Create Automtic Follow-up

Yeah I would use the Follow-up button on the Create History window, but if you were wanting to automatically schedule a call for 2 weeks after creating a history for a custom type called "Installation" that would be something that I could see developing some custom code for.

 

Cheers,

Len

Len Kamerman
ACT! Certified Consultant

Act E-mail Marketing Trainining Course:

http://actsoftware.training