12-01-2008 11:11 AM - edited 12-02-2008 10:57 AM
can I create something like a outliner or checklist?, well the point is that I'm using Act! to follow some export business, and each time I must send something to other country, I need to check all the documents, then I want to use Act! to remind me this, my idea is to have some kind of activity or to do, and by selecting it, it will show me all the documents and details of each documents.
thanks in advance!!
12-01-2008 12:03 PM
One option is to create a series of fields for each document. These could be check-boxes, i.e when Document A is received you check the box, or date fields, where you could have Doc "A" Sent [Date] and Doc "A" Received [Date]. You can then set activity triggers to fire when you change something in the fields (in Define Fields). This works reasonably well, the main limitation being that if you need to organise a second shipment to the same client you have to overwrite the fields, so check the Create a History box as well in Define Fields so that you don't lose this information.
Perhaps a neater approach would be to create a Custom Activity called "Exports" and then create a list of document stages in the Regarding field. When you start a new Export project with a client you create a new Export activity, then update the dates and stages as documents are sent or returned. This has the benefit that you have a "one-to-many" relationship i.e. one client can have many exports, which are all retained in ACT and can be viewed and filtered on the Task-List View. You also have only one Export Activity for each project which remains open until the Export is completed.
12-01-2008 12:15 PM
Well, I do something similar. When we get a new client, there are about 10 things that must be completed.
I created an Activity Series with 10 TODOs. You can set a delay for the due date for each one (ie 5 days after the Activity Series starts), and you can also attach documents to each one. I even created a new field and set it so that when I click INTO the field, it launches the Ativity series for me.
To create the Activity Series, go here: Schedule -> Manage -> Activity Series Templates
It took me a while to get the series just right--I deleted it and re-created it a few times, but now it's AWESOME! My TODO descriptions start with #s (01 Call Client; 02 Schedule Appt; etc) so that I can sort my Task List (or Dashboard with some customization) to group together all of the clients who need each task done.
12-02-2008 10:05 AM
12-02-2008 10:05 AM
12-02-2008 01:25 PM
12-03-2008 08:18 AM