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Smart Task Improvements - the Sequel

Status: Available in Sage ACT! 2013
by Nickel Super Contributor daniel_graves on ‎03-05-2012 09:31 AM

No response from SAGE on all the Smart Task suggestions, so I thought I'd stir the pot again...

 

  1. be able to modify Contact fields, including Record manager
  2. be able to create Contact Notes and Histories
  3. be able to add/remove Contacts from Groups
  4. be able to close Opportunities, and to create new Opportunities
  5. be able to launch ACT Mail Merges.
  6. run as a Service, like the ACT Scheduler
  7. Be able to Schedule For Record Manager, so you could run centralized on the server (instead of on every workstation) and one Smart Task could create actions for all Users.
  8. and many other great Smart Task ideas in this forum..

Can we make lucky 2013 the year to make Smart Tasks (and Dashboard) really powerful/useful tools?

Status: Available in Sage ACT! 2013
Many of these are covered.
Comments
by
on ‎08-08-2012 12:05 PM

2013 has gone a long way to fill your wish list on Smart Tasks. It was buggy in Beta but once sorted you might get a nice surprise.

by
on ‎08-20-2012 11:47 AM
Status changed to: Available in Sage ACT! 2013
Many of these are covered.
by LM~IT~AR
‎10-18-2012 06:29 AM - edited ‎10-18-2012 06:30 AM

I would really like to see the ability to format text in detail section of smart tasks.  It would be very helpful when it comes to histories detail format being clean and uniform.  For clarification, the ability to format the information typed into the actual creation or management of the smart task itself so it is there every time the smart task is started.

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