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How do I search activities?

Mo
Copper Contributor
Posts: 26
Country: United States

How do I search activities?

For example, I have set-up follow-up calls, emails etc. The process goes like this: The alarm goes off alerting me which calls need to be made. If I wish to focus on calls, the only way to do so is to click on the "tasks" icon, sort by activity, then by date (which scatters them). I then manually highlight the calls one by one and then I "go to contact". What a pain! Btw, it would be nice to be able to select multiple calls within the alarm window and then "go to contacts". In this mode however, multiple selections are not permitted. I wish I could save a search. Any ideas? TIA
Moderator
Posts: 4,395
Country: USA

Re: How do I search activities?

If you're on ACT! 2009, 11.1 update will include this functionality.  The update is set to release sometime in January.
Copper Elite Contributor
Posts: 158
Country: Brazil

Re: How do I search activities?

Hello Mo,

Have you tried to go to "Task List" and filter "Types=Call" and maybe for Today and High Priority ?

Mac, Jorge A. Mac Genity
Using ACT! by Sage 2013 Pro Version 15.1.108.0, on Windows 7
Intel Core I7-2600 CPU @ 3,40 GHz
12,0 GB - 64 bits - NVidia GForce GTX 360 SE
Mo
Copper Contributor
Posts: 26
Country: United States

Re: How do I search activities?

Thanks
Mo
Copper Contributor
Posts: 26
Country: United States

Re: How do I search activities?

Thanks McGnity,

 

That's a good workaround for now.

 

Mo

Mo
Copper Contributor
Posts: 26
Country: United States

Re: How do I search activities?

Thanks David.

Mo

New Member
Posts: 1
Country: United States

Update 11.1 Release Date?

The ACT 11.1 was supposed to be released in January.  Has this been released yet, or has the date been changed?
Moderator
Posts: 4,395
Country: USA

Re: Update 11.1 Release Date?

Update will be released in the near future.
New Member
Posts: 14
Country: United States

Re: Update 11.1 Release Date?

Please define near future.  It is now February.
Moderator
Posts: 4,395
Country: USA

Re: Update 11.1 Release Date?

I do not have a set date for the release.  The update is going through final testing and will be released once done.