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Smart Task New Release Recommendations

by on ‎01-06-2011 10:32 AM

In a future release, make smart task that can apply to contact history and emails. Two examples are below:
EXAMPLE 1: Create a smart task which performs as follows: "When any contact who is a member of Group A completes an appointment with the text "Monthly Sales Meeting" in the "Regarding" field of the appointment, create a follow up call with that contact 3 days from the date of the meeting."
EXAMPLE 2: Create an email rule or smart task which performs as follows: "When an email is received with the text 'Request 4038' in the subject line, take User field 1 of the contact and enter "Yes". (This scenario assumes, of course, the contact already exist in the Act! database).

This type of automation is available in Goldmine, but not in Act.


On a side note, it would be good if the Act Internet Email option would support port assignments.


on ‎03-07-2011 03:45 PM

In a very future release improve the integration of Smart Tasks with SwiftPages that removes the pop-ups. 


Right now if you use Smart Tasks with SwiftPages a pop-up is generated for every email.  This is problematic in that the pop-ups can only be removed by user intervention (i.e. you have to click on the OK button).  As a result, you can not design and schedule emails to be sent to any number of Contacts as every SwiftPage email that is generated requires user acknowledgement making the email from Smart Tasks not very practical with SwiftPage.  This in combination with the native email client not having mail merge capabiltities makes the email function within SmartTasks not practical whatsoever.