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Want to create a simple follow-up button and report on it

New Member
Posts: 10
Country: USA

Want to create a simple follow-up button and report on it

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?

 

Thanks

Bronze Contributor
Posts: 955
Country: Australia

Re: Want to create a simple follow-up button and report on it

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

 

HTH

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Want to create a simple follow-up button and report on it

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

 

Greg Martin
Sage