12-04-2012 02:28 PM
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?
12-11-2012 07:40 AM
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.