04-13-2011 07:53 AM
I have an Auto Task setup to run nightly on Opportunities where the stage is = Bid. I have setup and re-setup this task several times, however, it only runs once then never again. It is setup only to run once per record. Please bear in mind that I am ACT administrator for my company, and have a decent knowledge of the software. Also, this task is setup on my server to run for multiple users, and the software is running constantly using Administrator login. The auto-tasks are also "private". I am trying to avoid having to have the tasks setup on each PC, as the server environment is easier to manage. Any suggestions?
04-18-2011 09:40 AM
It sounds like there may be a couple of factors here:
- If you have the task set to "Private", then only the user who created it can access it
- The auto-run will only trigger if the user who enabled the auto-run option (not necessarily the user who created it) is logged into the database. So if you were the user who selected the auto-run option, then it will only trigger if you are logged into the database.
Also, make sure you applied the latest updates to Microsoft .NET, since the Smart Tasks feature is built on the Windows Presentation Foundation feature of .NET 3.5
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
04-19-2011 09:00 AM
OK. Well if that was the case then it should not have run succesfully at all..right? The first night it ran fine, and none of the users were logged into the DB. When they logged in the next day the event was in their calendar.
Also, can ACT be setup to run as a service?
06-07-2011 11:09 AM
I'm having the similar problem with smart tasks. I have a smart task set up to add contacts to a swiftpage drip marketing list and it is not updating the list.
The smart task has the following settings:
The list updated only once....
Pro 2011 Ver 188.8.131.52 Hot Fix 2
Any help is much appreciated!