11-02-2011 11:02 AM
We recently upgraded to Sage ACT! Pro 2012 Version 14.0.572.0, Hot Fix 2.
It came with some pre-defined Smart Tasks templates. When I run the "Contacts with no recent activity" on All Contacts, i received the error message, "No Contacts meet the criteria" although there should actually be hundreds. I did not modifty the canned Smart Task,
11-03-2011 04:20 AM
A Contact Activity Lookup actually runs but does not generate correct results. For example, I ran Lookup / Contact Activity / Changed / Since Date 7/19/2011 / Histories / All / Selected - Meetings. And it found Contacts that I've NEVER had a Meeting scheduled with. I've been using ACT since V4, probably 20+ years. I know it very well. Either my DB is corrupt (although everything works fine) or the application just does not function correcty. BTW - When I run a Search, with the new button on the Nav bar, it returns inaccurate results also. Such as, a keyword that should have hundreds, if not thousands of results, in Activities and Histories will return about 25. I communicated with an ACT Moderator in this Forum about the Nav bar Search button issue but never received a final resolution.
06-14-2012 12:58 PM
I have created a template on smartasks that creates a to-do when no activity is noted ofr 90 days. When I run Smartask it generates the to-do on contacts that have activities within the 90 days?
06-15-2012 09:59 AM