08-19-2014 02:42 AM
Hello, been using ACT! for a few years but very new to this forum.
I have setup a 'Activity Type' its called 'Site Survey' much like a meeting, but a different name. I notice that with the meeting activity, the latest activity date is automatically updated when the meeting is completed.
I want the same to happen when a 'Site Survey' is completed, so essentially I will have a 'Metting' and a 'Site Survey' specific, automatically updated latest activity.
Can this be done?
Any help very much appreciated!