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Smart Task 'Schedule For" issue

New Member
Posts: 8
Country: USA

Smart Task 'Schedule For" issue

Running Sage ACT! Pro 2011 Version 13.0.401.0.  In setting up an Opportunity Smart Task, I want to "Schedule For" the record creator or record manager but the only option is Smart Task User or individuals on the database.  My goal is to run a Smart Task and have activities set up for the Record Owner or Creator. Any ideas are appreciated.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Smart Task 'Schedule For" issue

You would do this by adding {Record Manager} to Schedule With and {Smart Task User} for Schedule For.

Greig Hollister

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

New Member
Posts: 8
Country: USA

Re: Smart Task 'Schedule For" issue

Thanks Greig, I'll give that a try.
Ed