05-27-2010 01:18 PM
In trying out Act as a replacement for Goldmine, I've hit a stumbling block, and hope there's a workaround.
In GM, I can code a new call / to-do / appt by categories, and then when I complete the call, I can code the result. This is important to me, because I make many calls to current clients that don't need codes or reporting, other than being in history.
But when I call a new prospective client, I like to code the call as NEW. Then when I complete the call, I can code it as, for instance, scheduled with me, scheduled with a colleague, referred out (and for what reason), etc. Is there a way to add this functionality to Act's call list?
05-27-2010 01:34 PM
I may have found a partial answer. Looks like I can create a custom activity (New Person Call), and a custom list of result codes, like DT appt, Other therapist appt., Referred Out, etc. Am I correct in assuming I can make a report that will let me sort all New people calls by their Custom result codes, for a date range?
By the way, is there a good reference book for Act 2010? Or is the 2007 up to date enough for this? I will be using Relationships a lot, so I'll need input to this.
Thanks for all help. It's a little tough to find the answers to some of this without already working on a full database.
05-28-2010 06:07 AM
Without knowing exactly what you need from the report, you may want to try the Activities report. It has the ability to report on the results of a Lookup and then specify which Activity Types (your custom included) to report on, and you can specify a date range. There is an option for showing/not showing 'Cleared Activities' also. If this report is close to what you need, you may be able to edit it and additional information that you need.
Of course I would have to recommend the 2010 manual... but the 2007 manual should handle most of the basics of the program. When you get to a gap in the information you can use the Help > Help Topics option to look up more current information.
05-29-2010 06:42 AM
Glad you moved up from GM.. I'm not sure 100% as to your goal but
In ACT!'s Toolbar under HELP, select: Feature Tours to get some quickstart training in ACT! ex; Finding Information in ACT!
ACT! is very powerful and there are multiple ways to accomplish your goal.
From your ACT! toolbar select
Schedule > Manage > Activity Types - and create your Custom Activity.
The Associate With and Regarding fields in your Custom Scheduling window also help you take full advantage
I have custom Activity Types for my ACT! Add-on product. This may or may not be your best solution?
Cheers - FSB