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Anyone using Smart Tasks who is has solved the following:

Copper Contributor
Posts: 198
Country: Canada

Anyone using Smart Tasks who is has solved the following:

When setting up a birthday reminder, how do you keep ST reminder you every year, since you have to have "Run only once for each contact enabled" you will have to set a new birthday date in the field and run it every year? Any suggestions?

 

 

New Member
Posts: 2
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Re: Anyone using Smart Tasks who is has solved the following:

Did you every figure out a solution?

Copper Contributor
Posts: 198
Country: Canada

Re: Anyone using Smart Tasks who has solved the following:

I guess that if you do NOT check "Run only once for any record" it will keep running every year only for that record which is what you want. I think.

 

Smart Tasks is a mystery to most, it appears that Act! is releasing improvements bit by bit so we'll have to continue to buy upgrades, at the going rate we will all be retired and playing golf (I hope) by the time it is a full featured automation addition deserving of the name "Smart Tasks".