08-18-2008 11:21 PM
08-19-2008 02:23 PM
I assume you created the activity type using Schedule|Manage|Activity types ?
Go there and select to edit your new activity type (email).
now make sure the checkbox labelled "active - allow new activities of this type" is checked.
When you right click in the activities window select Schedule|Other
In the new activity window that pops up click on the activity type drop down menu and select your new type of activity.
11-14-2008 07:16 PM
In regards to making custom activity types. I am having a problem perhaps someone can solve this.
In order to search history on a particular "Type of call" for example Prospect Calls. I created my own custom activity called Prospect call.
The problem is that I have discovered that the "last Reach" and "Last Attempt" will not record the successful completion of any custom Activities. It only works with the original "Call"
So I am give the option of being able to set up so that I can search the number of Prospect calls I made within a set period, however then I do not have the ability to know when I last contacted them unless i input the data 2 x.
1x as my custom "Prospect call" and then 1 x as a completed call.
I don't understand why the "Last Reach and Last Attempt Fields" are not being updated when you have created a custom call activity which clearly has the same outcome as the standard "CALL".
Any Ideas ??
Or is it me.
I am using ACT! by Sage Premium 2008 (10.0) (ST Edition) Version 10.0.3.182, Hotfix 1
11-15-2008 11:28 AM