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Emailing a schedule? Is that possible?

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Posts: 16
Country: USA
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Emailing a schedule? Is that possible?

I am wondering if it is possible to email a copy of someone's schedule?

For example, I have pulled up my boss's meetings/calls/activities etc for the week and want to save it in a pdf file and email it to him so he has it with him.  Is that possible? I can't even seem to figure out how to save it!  Smiley Sad


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Accepted by topic author imcamel
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,313
Country: United_Kingdom

Re: Emailing a schedule? Is that possible?

A couple of options spring to mind:

 

1. Reports > Task List Report which you can print to pdf or email.

 

2.(ACT 2009 only) Filter the Task List to show the boss' activities then click the Export to Excel button. Attach the Excel file to an email.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

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Solution
Accepted by topic author imcamel
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,313
Country: United_Kingdom

Re: Emailing a schedule? Is that possible?

A couple of options spring to mind:

 

1. Reports > Task List Report which you can print to pdf or email.

 

2.(ACT 2009 only) Filter the Task List to show the boss' activities then click the Export to Excel button. Attach the Excel file to an email.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk