Community
Showing results for 
Search instead for 
Do you mean 
Reply

In Contact Page, How do I see if a call has been scheduled?

New Member
Posts: 2
Country: USA

In Contact Page, How do I see if a call has been scheduled?

Hello,

 

Is there an easy way to see if a contact has had a call scheduled without bringing up the calendar and searching? 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: In Contact Page, How do I see if a call has been scheduled?

Try the Activities tab.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: In Contact Page, How do I see if a call has been scheduled?

Thank you for the speedy suggestion!  Unfortunately, a scheduled call does not show up in my activities tab.   Perhaps I have to configure it?   I'm new w/ ACT and just feeling my way around.   I imported a spreadsheet and set some contacts up w/ a callback and others, I have yet to do so.   I wish I could just look at each contact and see if I've scheduled a call and if not, do so.

 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: In Contact Page, How do I see if a call has been scheduled?

You can, check the filter settings on the activities tab.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129