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Display Message to specific contacts

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New Member
Posts: 2
Country: USA
Accepted Solution

Display Message to specific contacts

I have a client who is using ACT 2009 with a large contact database.  There are certain clients that need to be flagged for various reasons when the record is accessed.  Is there anyway to create a pop up message when a contact record is accessed in ACT.  It could be something as simple as "Please see client specific notes on this contact".

 

Thank you in advance for any help.

 

Chris


Accepted Solutions
Solution
Accepted by topic author chrisutley
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: Display Message to specific contacts

There is a edit date system field. This could be assigned to a dynamic group (Criteria for group would be if last edited by=today) However, this may be more intrusive than is acceptable.

 

What about putting a check box called alert.  Any time the contact record needs to be looked at, have someone check this box, then make a dynamic group called alert. All of the contacts would show up here. Once the person has looked at the contact, they simply deselect the box.

 

Nothing too technical, but it should work really well.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

View solution in original post


All Replies
Solution
Accepted by topic author chrisutley
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: Display Message to specific contacts

There is a edit date system field. This could be assigned to a dynamic group (Criteria for group would be if last edited by=today) However, this may be more intrusive than is acceptable.

 

What about putting a check box called alert.  Any time the contact record needs to be looked at, have someone check this box, then make a dynamic group called alert. All of the contacts would show up here. Once the person has looked at the contact, they simply deselect the box.

 

Nothing too technical, but it should work really well.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Bronze Contributor
Posts: 955
Country: Australia

Re: Display Message to specific contacts

Maybe you should have a look at http://www.smartnotesforact.com/ as this can have a specific note for a single or multiple contacts as a popup

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
New Member
Posts: 2
Country: USA

Re: Display Message to specific contacts

Thanks for your help Jon...this solution worked great!