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Scheduling from the Caldendar

New Member
Posts: 3
Country: United States

Scheduling from the Caldendar

I am typically on my calendar most of the time and like to schedule activities directly from the calendar view (month view). At this time when I right click the day and then select my activity type I find that my name is automatically populated in the "scheduled with" and my company is set in the "Associated with". Is there an option to have those fields blank rather than populated with my information?
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Phil Lewis
Product and Consulting Specialist
Tebis America
(248) 269-6909
plewis@tebisusa.com
Copper Contributor
Posts: 42
Country: United_Kingdom

Re: Scheduling from the Caldendar

You are not able to set those fields to be empty by default.

 

The behaviour within ACT! is to populate those fields with the details of the last contact record you viewed prior to scheduling the activity.

If that record was your own, then your own information will be populated. If the record was someone else, then it would be their details.

Simon Hales
Sr. Commercial Marketing Manager
Swiftpage