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by Nickel Super Contributor daniel_graves
on ‎03-01-2012 08:48 PM

Smart Tasks should also

  1. run as a Service, like the ACT Scheduler
  2. run centralized on the server, instead of on every workstation
  3. be able to modify Contact fields, including Record manager
  4. be able to create Contact Notes and Histories
  5. be able to add/remove Contacts from Groups
  6. be able to close, and to create new Opportunities
by Employee
on ‎11-16-2015 05:00 AM

customer would like to be able to run a smart task and bring in information from web form (ie a survey) into the contact record that filled in the survey.

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