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Need an alert for selection of contact/company

New Member
Posts: 3
Country: United States

Need an alert for selection of contact/company

We have converted from GoldMine and are missing a major feature.  In Goldmine, we were able to set alerts when anyone in the office opened a company/contact that was a collection problem.  The alert required the user to acknowledge the message.  We never scheduled or provided phone service to those customers by mistake.

 

Is there a feature similar in Act?  I have searched for "Alerts" and "Warnings" without success.  Right now I am going to put *%%&!!* in the company name (A Dagwood curse!)

 

PS we will send friend pies (www.hubigs.com) for help!    

Lorelei Walker, CPA
Supporting Sage BusinessWorks
and Sage MAS 90/200
Houma, LA USA
The only town where there are more alligators than people!
Nickel Contributor
Posts: 220
Country: USA

Re: Need an alert for selection of contact/company

Have a look at this addon from www.exponenciel.com

 

Advanced Layout Tools -- Notifier Pack

 

There may be a way to do what you want natively within ACT but i dont knowit.  This addon should do exactly what your after.

 

Matt Pulsts
Your Intown Handyman
Atlanta, GA