08-08-2013 11:34 AM
How do you have a custom field populate automatically with the same date when you schedule a call activity for? I've already created the customized field, just not sure how to get it to automatically populate with the same date when I schedule a call?
08-12-2013 10:01 AM
Welcome to the Act! Community forum!
I'd like to take a moment to make sure I completely understand what you want this field to do:
You have a custom field that you want to populate with the date of the last scheduled call, correct? This is not a functionality built into the program. You cannot set a field to update on scheduling an activity. Once that activity is cleared, though, there are certain system fields that are updated (Last Attempt, Last Reach).
I am going to put in a feature request on your behalf to have this added. Otherwise there may be an addon product that may have this functionality.
08-13-2013 02:07 PM
You may find add-on solution at www.exponenciel.com cheers - FSB