02-20-2009 04:34 AM - last edited on 02-20-2009 06:25 AM by dlunceford
Dear ACT! community-
I am new to ACT! 2007. HOW would you recommend I input performances I have had as a magician/speaker/workshop giver etc??
SPECIFICALLY I wish to know where to record SHOWS DONE or the like so that I can run reports for time periods and know up to date how many I have done and the accompanying clients? Keep in mind-
1- I may do multiple shows in one site on one day.
2- I do not wish to use one of the User Defined fields because I may work more than one time in a year for a client and that it seems would tie of User Fields
3- I wish the best advice so I can also run graphs and charts with the date, not simply a total of performances done.
At first glance maybe the Opportunity field would be good? I am not so sure since it cannot contain all the details except in a note form.
Or, maybe can I put directly into history?
I thank all of you in advance. Please, if you post to the forum cc me to my email firstname.lastname@example.org
02-20-2009 06:47 AM
Sounds like you should be using the ACT! Scheduling features;
That's the best suggestion I can pull out of my hat - Cheers - FSB