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SAGE ACT! 2012 tracking notes

MCG
New Member
Posts: 1
Country: USA

SAGE ACT! 2012 tracking notes

 

When I contact a client I write a note on the business card page and this shows up on the All Contacts list under 'edit date'.  I can put the All Contacts list into 'edit date' order (or state order, city order, etc).  I refer back to this 'edit date' all the time.

When I use the mass email ACT function, ACT notes that I sent the email out and this becomes the new default 'edit date', and also shows up on the All Contacts page as 'Last E-mail".

I want to create a new field on the business card page called "Last note" under 'Latest Activities' which will show the last time I wrote a Note and be trackable on the All Contacts list under a new category "Last Note" (similar to the way "Last E-mail" appears).

 

How do I do this?  Making new fields does not look too complicated but I do not know how to link the new fields to "Latest Activities"

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: SAGE ACT! 2012 tracking notes

ACT! is not going to let you do this on its own...

 

There might be an addon that would allow this to happen - not sure.

 

TopLine Designer has a scripting engine which might let you create this function...

 

One of the Durkin tools might also...

 

Dunno...