05-10-2017 01:49 PM
I want to generate some activity that takes places when a field changes from Customer to Lost Customer.
I would prefer it was automatic and would:
I can create a smart task to manage 1 & 2 above but have come across the following issues:
I am using Act Pro V18.104.22.168 Update 3
Database is local.
Many thanks and any other suggestions also welcome.
05-11-2017 04:36 AM
What you want to do is certainly achievable. In answer to your questions:
A quick note on "Run when conditions are met" smart tasks: They can sometimes take a while to run after a change is saved. You can check the status of active smart tasks in the Status tab of the Manage Smart Tasks window.
05-11-2017 04:59 AM
Is it possible to somehow link this to the field, set field triggers?
I created a test contact 40 minutes ago and I'm still waiting for the smart task to auto run, is this the sort of timescale you should expect?
05-11-2017 05:50 AM