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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
Nickel Super Contributor
Posts: 831
Country: USA

Re: schedule activity



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
P: 800-857-0558 x334
Act! Certified Consultant
MaaS Certified Consultant
World’s #1 Act! Reseller!