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task to contact to task - I seem stuck in Activity panel

New Member
Posts: 2
Country: USA

task to contact to task - I seem stuck in Activity panel

OK, having to do things different then I used to.

 

Here is what I want to do and need ideas on how to get there

(or just tell em the right way and I will adjust).

 

I use the task button on the left to list my tasks.

I see have have 8 calls and 3 postcards to mail.

 

Here is what I want to do.

 

I want to click on something (?)

that will open the contact screen and then put the activity reminder

above it. That way I can see what the event is (call or mail), complete

it and then be where I need to be (to write address or make call notes).

 

That is it.

 

Sidenote:  What happens now is the "Schedule Activity" panel comes up and

I have no access to the notes / history so I know the background before the call.

Seems weird to me. Sure I am just using it incorrectly.

 

IH

 

 

Nickel Elite Contributor
Posts: 595
Country: USA

Re: task to contact to task - I seem stuck in Activity panel

Try clicking on the contact name in the task list.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
Nickel Contributor
Posts: 220
Country: USA

Re: task to contact to task - I seem stuck in Activity panel

Here is how I handle daily tasks.  I open the task list same as you and select to display Today and all types in the bar above the list. This creates a lookup of only the tasks to do today. NOw I clickon the magnifying glass on the top toolbar. That creates a lookup of the contacts I have to deal with today. Now I go to Contact view and see i have a contact lookup of 11 or 20 or however many contacts with activities today.

 

I keep the Activities Tab open which lists the particular activitiy for that contact and I can see the notes or time due and other details.  I an also clear the activity from that tab as well.

 

Now I just scroll through my now much smaller list of contacts and deal with them one by one.

 

Matt

 

Matt Pulsts
Your Intown Handyman
Atlanta, GA