09-22-2011 11:10 AM
I am trying to create a simple button for follow-up. I want to be able to just click 1 month, 3 month, or 6 month and have it calculate the date from today. In other words, if I click 3 month, it calculates 3 months from today and displays it. Then I want to report what contact need follo-up by date.
I can't find how to create something like this, does ACT! have this capability?
09-23-2011 06:31 AM
The best way to do this is to create 3 activity series 1 mth, 3mths and 6 mths.
If you want a report as you describe then the best method is to simply go to the task list or F7 key
09-23-2011 06:44 AM
Just to answer the question about creating a field that will auto-calculate: There is not a built-in function available for that process. There is an add-on available that will allow you to enter calculations and populate fields based on the results - it is called "Automatic Field Calculations" and can be found on the Add-On web page (under Utilities): ACT! Add-ons