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multiple databases and need to be alerted to "scheduled activity" reminders

New Member
Posts: 2
Country: United States

multiple databases and need to be alerted to "scheduled activity" reminders

Hello, I'm glad to have this resource.

I utilize different databases to separate prospect list categories. As I call on one database/list and schedule tasks, I need to be alerted to these tasks if/when I'm calling off of other databases. Is there a way to set this up?  If not, can anyone give me the next best possible approach. For what it's worth, the company I now work for did not use act, they use outlook. I have been enlisted to present the utilization of ACT to the whole firm provided I can have it do all we need.

 

 

 

 

Moderator
Posts: 4,395
Country: USA

Re: multiple databases and need to be alerted to "scheduled activity" reminders

No, you cannot get alarms from a database that isn't open.  You can utilize one database and setup custom fields/groups to organize your contacts.

 

How To Manage Fields in ACT!

How Do I Create and Manage Groups in ACT!

New Member
Posts: 2
Country: United States

Re: multiple databases and need to be alerted to "scheduled activity" reminders

Thank you for taking the time