I'm new to Sage Community Forums and I've got a question.
I work for a service company and we use ACT! as a job scheduling software. Previously, a person worked here that was an ACT! "guru".
She set up the program and took care of any changes that needed to be made. That person is no longer here and lucky me, I now find myself in the position of taking over where she left off. OK....but I am an ACT! newbie !!!!! I've got a book, but I can't find the answer I am needing right now !
We use the Schedule Call feature to detail the work that needs to be done, schedule the time frame, etc. The "Schedule For" field is used for assigning a specific technician to do the work. Due to turnover., it is sometimes necessary to take a technician off the drop down list and add a different technician name. Sounds simple, right? Well, not for me.....I've been through the book, tried everything I can think of and the obsolete names remain !
Can anyone help me? I would so much appreciate your time and guidance. In fact, you would be my Valentine !! LOL