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Auto-schedule activity series when someone enters a group

New Member
Posts: 4
Country: United States

Auto-schedule activity series when someone enters a group

[ Edited ]

I'm wondering if there's a way to make a "to-do" happen when someone's birthday is coming up. 

 

For example, I want to schedule a "To-do" to send a birthday card 1 week before someone's birthday.

 

I was wondering if there's a way to make it so that when they enter the "Birthday within 7 days group" it would trigger an activity series that creates the to-do.

 

Or is there another way....?

 

Thanks!

Message Edited by bdbogart on 08-22-2008 10:05 AM
Message Edited by bdbogart on 08-22-2008 10:06 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Auto-schedule activity series when someone enters a group

You could do a Lookup | Annual Event each week and use it to schedule a to-do for the records it finds.

 

Other than that would require an add-on or a programmer to make that more automated.

 

You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

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