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ACT 2007. Need help linking date field with Calendar.

New Member
Posts: 13
Country: USA

ACT 2007. Need help linking date field with Calendar.

I am trying to link a Company Date field with my calender.   I want to put in a date in a field on the Company detail screen and have it link to my calendar.  For example, if a contract expires on June 7, 2008, then I can put that info in under a specific Companies Details and on or before that date, ACT should alert me that the contract has expired.
 
Help!
Nickel Elite Contributor
Posts: 595
Country: USA

Re: ACT 2007. Need help linking date field with Calendar.

Why don't you create and activity with a contact at that company to give you an alarm on that date?
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT 2007. Need help linking date field with Calendar.

You can even create a Custom Activity Type for "Contract Expired" with the close option of "Contract Renewed" and "Contract Not Renewed".
 
See this ACT! Knowledge Base article - http://tinyurl.com/2g7f8f
 
Then add to the toolbar as per this one - http://tinyurl.com/24oaf8