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Make TASK LIST membership DYNAMIC?

Copper Contributor
Posts: 53
Country: USA

Make TASK LIST membership DYNAMIC?

I've got ACT! 2009 and would love it if it could make TASK LIST memberships DYNAMIC... Is there any way to accomplish that?

 

Also, I've had trouble removing just one contact from a multi-contact TASK LIST item. How do I remove one member without removing the entire task?

-drew
www.drewvogel.com

ACT! 2013 Premium; Microsoft Office 2010
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Make TASK LIST membership DYNAMIC?

The Task List is dynamic based on the selection of filters.

 

Activities for multiple contacts can be configured in one of two ways, a single activity for all the contacts listed or separate activities for each contact listed. For the former, clearing or deleting the activity of one contact removes the activity for all. In the later, each separate activity must be cleared separately. Try editing the activity and remove the contact from the list of contacts for the activity.

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