06-27-2011 02:44 PM
I have organized my contacts by my inteded frequency of catch-up calls, e.g. monthy, yearly, etc. What is the proper way to remind myself that I haven't called contacts in an acceptable interval? Should I produce a report, repeating task, etc.?
06-27-2011 03:11 PM
Isn't this the perfect use of "Smart Tasks"?
It can monitor things like emails sent and no activity after X time schedules you an Activity.
This assumes Act's email functionality is working which seems to be a 50/50 depending on if you catch it failed or working.
I've also fallen in love with "Smart Notes". Or anything sold by Jim Durkin....
06-28-2011 08:52 AM
You might also consider creating dynamic groups that are driven by the system field: Last Reach. This field is a date field that gets updated when you complete a scheduled activity in the affirmative -i.e. - you did complete a phone call or a meeting was held, etc.
You could create groups based upon differing time frames if you needed.
The cool thing is that you call through them/meet with them, when you update ACT!, they will be removed from the appropriate groups as they are updated...