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Modify Anchor Date

New Member
Posts: 3
Country: USA

Modify Anchor Date

Setting up a new database for an existing company and need to set an Activity Series based on the date the prospect became a customer.  However can not find any information on how to change the anchor date.  Is there an ini file that would help me or is there another suggestion on how I can create activites based on a field? 
 
Also have version 6.0 which does not to seem to have a scheduler add-on allowing a reminder icon on toolbar.  Need something like that for the users to be reminded of their tasks.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Modify Anchor Date

Activity series anchor dates are set when you create the activity
 
Look for SideACT to have alarms in the SysTray
New Member
Posts: 3
Country: USA

Re: Modify Anchor Date

Thanks for the info on SideACT...I will check that out.  Put as far as the anchor date question I don't want the activity series to be based on the anchor date but on the date created.  How do you do that?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Modify Anchor Date

You want to automate the creation of the series based on a field in the database?
 
This is not a standard function in ACT!, but could be added via the SDK
New Member
Posts: 3
Country: USA

Re: Modify Anchor Date

Realized that I have version 2007 which does not have the option of the scheduler.  Is there a way to set up the activity series based on the date created field rather than the anchor date.  Don't want to have to call in a programmer. 
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Modify Anchor Date



jrooke wrote:
Realized that I have version 2007 which does not have the option of the scheduler.  Is there a way to set up the activity series based on the date created field rather than the anchor date.  Don't want to have to call in a programmer. 



I'm not sure... but you might try this add-on http://www.actaddons.com/products/2005/sales_auto_mgr.asp