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Follow up greyed out

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New Member
Posts: 38
Country: United_Kingdom
Accepted Solution

Follow up greyed out

Hi

I've been trying to create a follow up for a letter (and an attachment) but the button is greyed out?

Should this be available or have I missed something?

Thanks.


Accepted Solutions
Solution
Accepted by topic author andybeswick
‎11-15-2016 05:22 AM
Administrator
Posts: 4,033
Country: United_Kingdom

Re: Follow up greyed out

Hi Andy,

 

As a general rule, histories which are automatically created as part a system task (i.e. Letter Sent, Field Changed, E-mail Sent) will not allow follow-up activities to be created from their history entry. Only manually created histories (i.e. To-do Done, Call Completed, Meeting Not Held) will allow for this.

 

If the ability to do this would be useful in your workflow, then I would recommend posting this as an idea on our Share Your Ideas board.

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All Replies
Solution
Accepted by topic author andybeswick
‎11-15-2016 05:22 AM
Administrator
Posts: 4,033
Country: United_Kingdom

Re: Follow up greyed out

Hi Andy,

 

As a general rule, histories which are automatically created as part a system task (i.e. Letter Sent, Field Changed, E-mail Sent) will not allow follow-up activities to be created from their history entry. Only manually created histories (i.e. To-do Done, Call Completed, Meeting Not Held) will allow for this.

 

If the ability to do this would be useful in your workflow, then I would recommend posting this as an idea on our Share Your Ideas board.

New Member
Posts: 38
Country: United_Kingdom

Re: Follow up greyed out

Thanks for the info.

Bronze Contributor
Posts: 1,442
Country: USA

Re: Follow up greyed out

For what it's worth, I've been using eMailConnectPro for several years.  

 

I'm currently working with Act in a hosted environment and only have the Act Add-in, so unfortunately it doesn't work out of the box.

 

I do use it in my single user environment which gives you the flexibility to schedule a follow up with the eMail included in the details.  There are more features - check their site

 

In the meantime, I will add my 2 cents worth in the features we want to see section.

John Purdy
ACT! Premium V. 18
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.