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Activities not rolling over, ACT! by Sage 2009 V 11.1.183.0, Hotfix 1

Copper Contributor
Posts: 93
Country: United States

Activities not rolling over, ACT! by Sage 2009 V 11.1.183.0, Hotfix 1

I'm looking up candidates an noticing some scheduled calls are not carrying over.  Anyone have an idea why?  Also, I guess I would like to review all scheduled activities in 2010 to make sure I haven't lost track of an important call/follow up.  Is there a quick way to do this?  I have a customized layout and haven't done the fix to get the calender to a current date (not year 2025).  Will this fix possibly help with the calls not rolling over?  Most calls do rollover, it just seems that some don't.  I have 15,000 contacts in the database and looking to avoid going through every single contact, one at a time, to make sure activities are properly completed.

Copper Contributor
Posts: 93
Country: United States

Re: Activities not rolling over, ACT! by Sage 2009 V 11.1.183.0, Hotfix 1

OK, so I figured out how to run a query of open activities for a select period of time.  I have 49 pages of uncleared activities for last year, about 11 per page.  I can go one by one to lookup the contact and follow up/reschedule/clear the activity.  Is there a quicker way?  I'm trying to figure out how to run a lookup of these contacts and avoid having to look them up one at a time.  any suggestions?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Activities not rolling over, ACT! by Sage 2009 V 11.1.183.0, Hotfix 1

You can highlight a group of activities on the Task List, right-click on them and choose Create Lookup. This will give you a list of all the contacts associated with the activities you highlighted.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Contributor
Posts: 93
Country: United States

Re: Activities not rolling over, ACT! by Sage 2009 V 11.1.183.0, Hotfix 1

Sweet!!  Thanks!