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Trigger Activity Series & Generate History from imported contact fields

New Member
Posts: 1
Country: United States

Trigger Activity Series & Generate History from imported contact fields

I am a new user and have been spending the last month setting up a database.  I will be importing contact data on a daily basis.  For each new contact imported, I tried setting up/triggering an Activity Series to generate automatically once a certain field is populated.  Also, as certain contact fields are updated (whether it is imported or manually entered), I tried setting up the ability to automatically generate history. These options don't seem to work when data is imported; however, they do seem to work when manually populated and saved and/or tab to the next field.

 

Any suggestion on making these actions tigger/generate on imported data?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Trigger Activity Series & Generate History from imported contact fields

ACT! is working as designed.  Automatic triggers will only work when the contacts are created or fields are populated individually.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Trigger Activity Series & Generate History from imported contact fields

You might have a look at itImport - it can automatically create activities while importing the contacts