07-30-2009 09:15 AM
Can I view the calendar of a contact? I am creating a schedule of customer visits by creating a calendar meeting between one of my employees (a system user) with a a contact. I want to be able to view and print all appointments for the customer.
Please let me know if this is feasible, and how.
07-30-2009 01:16 PM
Unfortunately, the calendar view can only be filtered by User, not by contact. But what you can is:
- Bring up the contact in the Contact Detail view
- Go to Reports/Activities
- Choose Current Contact and All Users under the General tab
- Choose desired activity and date filters under the Activity tab...and print
Should give you a list of the activities within your filter criteria just for that contact.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.