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Creating a duplicate record with a smart task?

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New Member
Posts: 15
Country: Canada
Accepted Solution

Creating a duplicate record with a smart task?

[ Edited ]

Hi there,

I was wondering if it's possible to create a duplicate opportunity record with an automated smart task? If so, can you point me in the right direction as to where I'd find information to implement this? I am using Act! Premium Version 16.1.207.0

Thanks for your help Smiley Happy


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Solution
Accepted by topic author Heather12
‎12-09-2015 08:24 AM
Moderator
Posts: 68
Country: United_Kingdom

Re: Creating a duplicate record with a smart task?

Hi Heather,

 

Duplicating records is not a step that is available via smart tasks. This action would need to be completed manually, although you could setup a smart task to create a reminder that certain records need to be duplicated.

 

Peter

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All Replies
Solution
Accepted by topic author Heather12
‎12-09-2015 08:24 AM
Moderator
Posts: 68
Country: United_Kingdom

Re: Creating a duplicate record with a smart task?

Hi Heather,

 

Duplicating records is not a step that is available via smart tasks. This action would need to be completed manually, although you could setup a smart task to create a reminder that certain records need to be duplicated.

 

Peter

New Member
Posts: 15
Country: Canada

Re: Creating a duplicate record with a smart task?

Good to know, thanks Peter Smiley Happy