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Changing the activities "options"

New Member
Posts: 2
Country: United States

Changing the activities "options"

I need to change the activities that go in the calender to match what I have in outlook. Such as Birthdays, Travel, marketing email blasts, marketing direct mail and so on. I would also want the ability to filter these actions like when we do reports to see the frequecies and results or feedback. Can someone please offer some assistance with this?
Moderator
Posts: 4,395
Country: USA

Re: Changing the activities "options"

What version of ACT! are you using?  ACT! has a feature that will copy your Outlook calendar into ACT!.

 

ACT! 2009:

How to Use the Outlook® Calendar Integration in ACT!

 

ACT! 2005-2008

How to Update your ACT! and Microsoft® Outlook® Calendars