07-31-2008 10:26 AM
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?
08-05-2008 02:44 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
09-20-2008 11:43 PM