11-02-2018 07:14 AM
Is there away or app that allows to overlay time slots in Act.
I want to set up time slots for specific activities - ie client calls - client meets - prospecting....
Outlook allows multiple calendars that overlay so that you can quickly see when time is available
11-03-2018 06:57 AM
In what I regularly use Act! to schedule my activities...
... With the desired contact on the screen, start the creation of an activity ...
... I select the date, the duration in time, the human resources and other resources that I need for that activity ...
... In the AVAILABILITY tab of the same activity I review how I, and my selected resources Are available or occupied
... Then, in the calendar of Act! I can have visibility of my activities and my other co-workers
I'm not an expert, but it's the way I manage the calendars of activities and the way other activities overlap others in my work schedule
Important note: It is recommended that you create a backup of your database periodically (File - Backup - Database - - Click on BROWSE to place this backup in your Documents folder) and later... place a copy of that ZIP file in a USB memory or external disk for more security in case your computer or server's hard drive is damaged.
11-06-2018 11:51 AM - edited 11-06-2018 12:06 PM
14020 How to Add and Manage Activity Resources in ACT!
Hope this helps,