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Tallying Results from "Referred By" and "Setting Birthday" Alerts

New Member
Posts: 1
Country: USA

Tallying Results from "Referred By" and "Setting Birthday" Alerts

I am new to SAGE/ACT. But the program is not new to the company I've started working for and there is no more Customer Svc help. I have two questions:

I have added options to the "Referred By" field. How do I tally the results or create a report on "Referred By" choices?

I have added a Birthday field. How do I set and alert to remind me of upcoming birthdays?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Tallying Results from "Referred By" and "Setting Birthday" Alerts

Hello Jimkennedy,

Welcome to the Sage ACT! Online Community!

 

An option for tallying the 'Referred' choices is to use the Contact List view.  You can add the column for 'referred by' (View > Customize Columns), then sort by clicking on the column heading. You can then use the Omit/Lookup Selected options to narrow the contacts displayed.

 

From this screen you could export to Excel for additional options for sorting/counting of the referred types.

Greg Martin
Sage
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Tallying Results from "Referred By" and "Setting Birthday" Alerts

You would need to add the birthdays to the calendar for alarms to be produced (schedule an activity). 

Greg Martin
Sage