03-24-2010 04:42 AM
When creating a new Call or Meeting there is a field titled "Location" with no drop-down capabilities. I'm wondering how one would use this field, for what and why. And, is there a way to configure it as a drop-down? (My interest in this field came about because in the new ACT! version 12.1.181 this field was added to the Task List.
03-24-2010 07:53 AM
03-26-2010 04:15 AM
03-29-2010 12:30 PM
I believe I've found an alternative for you, you can set 'Resources' to record in the 'Location' field. So, you can go to the Schedule menu > select Manage > select Resources. Here you can define your Resources (which for you are actually Locations) and put a check mark in the Location box to the right of the resource name.
Now when scheduling an Activity - you can select an appropriate Resource which will populate in the Location field.
03-29-2010 12:51 PM
Greg, I followed the path you suggested:
Schedule > Manage>
but cannot find "Resources". The submenu offers only
Activity Series Templates...
Am I in the right place? Where is Resources? I ran automatic update, and it says I have the latest version already (v 18.104.22.168 HF1)