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How can I email a user his days appointments that are on ACT?

Skilled Commentator
Posts: 98
Country: Australia

How can I email a user his days appointments that are on ACT?

I want be able to email users/employees a list their appointments/meetings for the next day. I know I can export this data to excel and then attach it to an email, but it wouldn't be worth the effort to do it for 10 different employees a day. Is there an automatic way (or at least a fast way) this can can be done? Either from ACT, excel or an add on program I can buy?

 

I don't want staff to have their own copy of ACT at home for security reasons, all they need is a list of appointments, not access to all details.

Copper Contributor
Posts: 30
Country: Sweden

Re: How can I email a user his days appointments that are on ACT?

[ Edited ]

Hi

 

I'm new to ACT but maybe this is helpfull if it is the Activities for a contact you talking about:

 

Go to contact.

 

Use menu :

Reports -> Activities

 

Then I get a "Define Filter" dialog. Were I can chose to send output to preview, files and E-MAIL.

On the other tab in the dialog you can chose date range tomorrow.
Message Edited by asedt on 11-27-2008 05:06 AM