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Calendar / Activity Help...please...

New Member
Posts: 3
Country: USA

Calendar / Activity Help...please...

Can someone please direct me on how to add a calendar appointment or activity to a client history?  I have searched everywhere I can think to look...with no luck.  Any help would be greatly appreciated.

Nickel Contributor m4y
Nickel Contributor
Posts: 512
Country: Belgium

Re: Calendar / Activity Help...please...

Which version of ACT?

 

Can you clarify what you want to make exactly please? Not sure to really understand... 


Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }
New Member
Posts: 3
Country: USA

Re: Calendar / Activity Help...please...

ACT 2007.  I want the appointments in the calendar to attach to the client record.  This way I can just pull up the client record and see each time we met (last appointment, next appointment) or spoke on the phone, etc.
Nickel Contributor m4y
Nickel Contributor
Posts: 512
Country: Belgium

Re: Calendar / Activity Help...please...


squid670 wrote:
ACT 2007.  I want the appointments in the calendar to attach to the client record.  This way I can just pull up the client record and see each time we met (last appointment, next appointment) or spoke on the phone, etc.
This is the case... If you right-click on the appointment and choose "Go to contact", ACT opens the contact record. And you'll find all previous activities in the Activities Tab...

Xavier Nyssen

ACT! Certified Consultant @ Intuitis | Belgium
{ +32 64 45 08 00 | xavier@intuitis.be | http://intuitis.be }
New Member
Posts: 3
Country: USA

Re: Calendar / Activity Help...please...

So, it automatically attaches future appointments to "activity" tab of that client contact AND puts the "cleared" appointments in "history"...correct?

 

Thanks for your help!

 

~Jill