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Smart Task

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Copper Contributor
Posts: 36
Country: USA
Accepted Solution

Smart Task

Hello,

 

I am using ACT! 2011P and created a Smart task, when I try to schedule it, it does not appear in the list. It is a public ST, am I not setting something up correctly?

 

Thank you,

 

Carlos


Accepted Solutions
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Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Smart Task

The 'Run Smart Task' option is context sensitive.  It appears you have created an Opportunity smart task, but you may be on a contact screen.  Try opening the Opportunities screen and then check 'Run Smart Task'.

Greg Martin
Sage

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Highlighted
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Smart Task

The 'Run Smart Task' option is context sensitive.  It appears you have created an Opportunity smart task, but you may be on a contact screen.  Try opening the Opportunities screen and then check 'Run Smart Task'.

Greg Martin
Sage
Copper Contributor
Posts: 36
Country: USA

Re: Smart Task

Thank you, that was the problem.