11-22-2008 04:31 AM
I do not find a way in Act 2009 to schedule annual events for companies. If I have annual insurance renewals for a business what is the best way to set these up so later I can do a search to find what companies renew in a given month. Does anyone know if this is programmed into the insurance professional version? It seems like it would be a no brainer to have as an option. I am already setting up a seperate contact for husband/wife & making them a company so I can run birthday reports on both. If the insurance professional version would have both built into it I would probably upgrade. Thanks
11-24-2008 04:44 AM
Ok, I'm assuming you are in the insurance business. Set the company thing aside for a minute and decide how precise you want to be, and lets say your first issue is car insurance.
Setup a car insurance field that you can use to keep track of the expiration date for an individual or company. You can make that field a date field or simply make it a month field. For example, Jan, Feb, Mar. In January, you'd lookup all the people that have Feb renewals and review them.
Depending on the way you work, planning to the exact day might be overkill and a waste of time.
11-24-2008 06:23 AM
11-24-2008 07:05 AM
I beleive he wants the event displayed and searchable in the Company view, not contacts view. The company view doesn't have an annual event option, something that I have found irritating for several years in Act.
I have submitted it as a feature request several times.