Community
Showing results for 
Search instead for 
Do you mean 
Comments
by jnpurdy
on ‎05-01-2013 05:52 AM

Can you offer a suggestion of how this would be used?

by Astute Commentator chris.slater
on ‎04-18-2016 08:59 AM
Yes If you created a Custom Activity Type, for example Service Visit. When a Service Visit was completed and Cleared it would put the date of the visit in an associated field titled "Last Service Visit". This would work in exactly the same way as "Last Letter", "Last Reach", Last Attempt" etc.
by Bronze Super Contributor jimdurkin
on ‎04-19-2016 11:50 AM

Impact Suite has some of those functions you are looking for.

 

1) Install Impact Sutie for ACT!

2) Restart ACT, go to the TOOLS menu and select IMPACT

3) Click on the ACTIVITIES tab

4) Now in the upper right corner select your fields to update in the contact record when activities are complted are added.

These fields need to be crated as custom fields in the contact table. The Last results field needs to be character.

 

Hope this helps

-- JIm Durkin

 

 

 

2016-04-19_14-48-22.png

Labels