01-14-2009 12:24 PM
When you schedule and clear a phone call activity, the "Last Reach" field in the Contact Detail view displays today's date. I'd like an incoming sales call to be a different activity. So I created it as a custom activity but I'd like it to also affect the "Last Reach" field.
As of now, of course, ACT recognizes "Incoming Sales Call" only as a custom activity.
01-19-2009 09:04 AM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
08-07-2009 10:10 AM
This question is within the same vein as the previous question but different in this respect. I want to create a field that will auto update based on a custom activity being completed. My senario is this. I created a custom field called "service call" I use this to schedule my techs to my clients/projects(Groups). I also created a field called "Last Service" within the layout of Groups, which is where I keep my projects. I want this date to be auto filled when a service call that is bound to any client/project is completed. I can't find anyway to do this. I know it's there because it's just like a completed call auto filling "last reach" but how to do it? Any ideas would be very helpful.
08-07-2009 11:25 AM