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Need help populating a custom field

New Member
Posts: 1
Country: USA

Need help populating a custom field

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?

Moderator
Posts: 704
Country: USA

Re: Need help populating a custom field

bobjcpa,

 

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.

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Need help populating a custom field

You may find add-on solution at www.exponenciel.com   cheers - FSB

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