06-25-2012 08:24 AM
Is it possible to import a list of contacts and create the following (Act 6)
Have a mailing list that I want to import into Act 6 and start "acting" upon it.
06-25-2012 05:29 PM
06-29-2012 03:51 AM
Ben, my read on this is that Frank isn't importing activities, he's only importing Contacts, but as part of the process, he wants ACT! to create a new activity for each imported contact.
Frank, ACT! can't do that in one step for you - it can't import AND schedule an activity on the fly - it's two steps - 1. Import the contacts, 2. Schedule an activity for every contact that you've just imported.
On ACT v6, once you've imported the contacts, you'll need to look them up, perhaps by create date = today. Here's the KB article on how to schedule the activity to include everyone in the current lookup and check the box that says "Create separate activities for each contact" http://bit.ly/L7lwyS It will create a new activity for each contact - now, they'll all be at the same time on the same date, but you can then drag them around your calendar to spread out the calls, possibly over several days.
On versions newer that ACT! 6, before you schedule the activity, you'll need to set that option under Tools, Preferences, Calendar and Scheduling, Scheduling Preferences, check the box for "Create separate activities when scheduling multiple contacts." Then select the newly imported contacts, schedule the activity and you'll have separate activities for each person.
06-30-2012 04:38 PM
07-11-2012 06:35 PM