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by Bronze Elite Contributor
on ‎11-08-2017 02:56 AM

I think this is a good idea Jeff and Kudo'd it.


But I would respectively suggest that the MD etc would be advised to purchase an Act! licence and get to use our system!

by Gold Contributor
on ‎11-08-2017 07:57 AM

Agreed David. This originally came from a request that certain managers (most of whom were in fact Act! users) could be made aware when the troops were making contact or interacting with VIP clients.


These managers don't often look at Act!, but do constantly monitor their email. In addition, some people didn't actually have Act! but just wanted to keep up to speed with what's going on.


For most people, email is still a common currency.

on ‎11-11-2017 01:45 PM

Good idea, perhaps it could be named 'Smart Tasks'