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notification upon edit of contact

Copper Contributor
Posts: 74
Country: United States

notification upon edit of contact

Hello,

 

Is there any way to notify a user if a contact record or opportunity record, or really any record, is edited?

 

Via email or really, in whatever way.

 

Thanks,

John

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: notification upon edit of contact

Best way is manually with a Contact Activity Lookup as per this ACT! Knowledge Base article -

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1431...

 

Other options:

You could generate a History on every field - but this would add a lot of data.

 Maybe a lookup by Edit Date

Copper Contributor
Posts: 74
Country: United States

Re: notification upon edit of contact

thanks - so there is no way for a passive notification of X or Y change in a contact record?

 

 

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: notification upon edit of contact

Not a standard function. Would be possible to create the feature with the ACT! SDK if important
Copper Contributor
Posts: 74
Country: United States

Re: notification upon edit of contact

ah yes, the ACT! SDK - to paraphrase Homer Simpson, it's the solution to, and cause of, all of life's problems

 

thank you 

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: notification upon edit of contact

Nickel Super Contributor
Posts: 352
Country: Canada

Re: notification upon edit of contact

It wouldn't be real-time, but you could use Topline Designer and Topline Alerts - create a dashboard that shows all contacts edited within a specific timeframe, and then use Alerts to e-mail you the dashboard report.  Or, if it's just specific fields you're interested in, you could set those fields to generate history and then use Alerts to send an e-mail whenever a history is created for that particular field change.
Len Kamerman
ACT! Certified Consultant

Act E-mail Marketing Trainining Course:

http://actsoftware.training
Copper Contributor
Posts: 74
Country: United States

Re: notification upon edit of contact

thanks for getting my reference, mike

 

made my day