Community
Showing results for 
Search instead for 
Do you mean 
Reply

schedule activity

Copper Super Contributor
Posts: 128
Country: USA

schedule activity

when creating schedule activity can "Regarding Lists" be copied to any "ActivityType"  drop down field.

ie  "ActivityType" drop down choice "Appointment"  then "Regarding" drop down field choices copy that list

to "Activity Type" drop down choice "Meeting"

it seems the db relationship should be one-to-many in the "Regarding" column

 

thanks inadvance

server stats: Ms Svr Std 2k8, Ms SQL Svr 2k8 R2 build 10.50.4302, ACT! Premium (Web) 2014 v16.0.291.0_HotFix5, 16GIG Memory
http://www.act.com/support/getting-started-documentation
http://www.act.com/support/downloads/act-premium-v16
http://kb.swiftpage.com/app/answers/detail/a_id/36097kwAdministrator%27s%20Guide
Moderator
Posts: 704
Country: USA

Re: schedule activity

Softy783,

 

It won't automaticall copy the choice from one of those fields to the other.  Act! Assumes that the choices you made in those were intentional, for your company processes or reports.  For now you will have to make those changes manually.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com