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Activity Series - Tasks not showing up on Calenders of "Scheduled for" individuals

New Member
Posts: 2
Country: USA

Activity Series - Tasks not showing up on Calenders of "Scheduled for" individuals

I am creating activity series for various aspects of our sales process. "Scheduled With" will be whoever the client is that we are scheduling the activity series for. "Scheduled For" depends on the specific task...some are scheduled for our Ops Mg., some for myself, some for the user scheduling the activity series (ie. Sales Rep).  Everything looks good, EXCEPT that once the activity series is scheduled, the *activities* only show up the calendar and activity list of the CLIENT...not on anyone's calendar that is assigned as "Scheduled For".


Why is that? And can it be fixed? The alarms will pop up for the appropriate person, but when you go to their activity list and/or calendar, the tasks aren't listed.

 

New to ACT, so this might be an easy fix. I'm a former GoldMine user, which functioned a little differently.

 

Thanks!

J

Copper Super Contributor
Posts: 206
Country: USA

Re: Activity Series - Tasks not showing up on Calenders of "Scheduled for" individuals

The only thing I can think of here is that the filters in the users task list are limiting whats being viewed. Check that "all dates, all types" are checked. Play around with different combinations of users in the display. Check the options button to show private appointments.
Brad Marquardt
realtimeACT, Inc
Colorado, USA
New Member
Posts: 2
Country: USA

Re: Activity Series - Tasks not showing up on Calenders of "Scheduled for" individuals

Thanks Brad. Sorry for the delay...I've been out with a bad sinus infection for a few days.

 

Unfortunately, that was the only thing I could think of too...and it was already set correctly. If you think of anything else, let me know.

 

Thanks again,

 

Jennifer