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ACT! 2013 - Auto Run Smart Task not running

New Member
Posts: 12
Country: United_Kingdom

ACT! 2013 - Auto Run Smart Task not running

One of the main reasons I bought ACT! was for the smart tasks.

 

I have set one to run when a criteria is met. In this instance when stage = Quoted... all my workflows have a quoted stage.

 

The smart task should then schedule a call for the customer 1 day later.

 

It's not doing this though.

 

Any sugestions?

Copper Contributor
Posts: 44
Country: United States

Re: ACT! 2013 - Auto Run Smart Task not running

I have had the same issue.  Tech support was able to recreate the problem.  My understanding is that they are looking into why it doesn't work.  I had a response from David Lunceford in a previous post but have never heard back from him.

Copper Contributor
Posts: 44
Country: United States

Re: ACT! 2013 - Auto Run Smart Task not running

Oops! Forgot my signature tag:

Thanks,

Joyce Nichols
ACT! Certified Consultant
Joyce.nichols@trainingsolutionsinc.com
www.trainingsolutionsinc.com
515-321-9727



New Member
Posts: 12
Country: United_Kingdom

Re: ACT! 2013 - Auto Run Smart Task not running

I did a few things.

Disabled the auto run prior to editing.

Added a time delay (1minute) between setting the criteria and adding the new event.

Seems to work for now.
Copper Contributor
Posts: 39
Country: USA

Re: ACT! 2013 - Auto Run Smart Task not running

i was dabbling with smart tasks in 2013 today as well.

 

one thing to watch for is how you initialy create the smart task. when i created one based on opportunity then it can only run based on the opportunity (kind of obvious) but I had initially expected it to be able to create an opportunity based on another condition happening or being initiated by a user whilst in the main contact detail view (where that kind of smart task is not able to be run)