05-08-2012 02:03 PM
I sometimes want to clear a task as not done rather than roll it over with the intention of combing back to it if there's time at a later date. If I clear it as "not done" it looks exactly the same as if I clear it as "done."
Is there any way to differentiate these two cleared designations?
Thank you in advance for any assistance given.
05-08-2012 02:39 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
05-08-2012 03:09 PM
Thanks for that. I've been doing it, but it's a pain when the task is a recurring one. For some reason, when I edit a recurring task and then clear it, I end up having a duplicate of that task from before it was edited.
05-08-2012 07:50 PM
Unless I'm missing something in your question, you can select the history to show what you want.
Under types, you can uncheck every box except To Do and Not Completed. That should then give you a list of the not completed tasks for that contact.
If you are looking for a report, then one of the gurus who specializes in report writing can possibly answer that.
Hope that helps.
05-09-2012 09:33 AM
Thanks for your answer. Unless I'm missing something, it seems to me that I can either do this on a contact by contact basis or on a date by date basis as a report.
I guess I'm wondering why it isn't as simple as a lookup option or, if I look it up under the task list view, to simply have the not done's crossed out in a different color than the done's.