How to set activity series for all new contacts?

[zsaddique]

I'm a new user of Act 2007 and need a little hand setting things up.

Right now I want to set up a series of default activities so that when a new contact is added to the database I don't need to manually input the activities for this new contact.

When I try to to use the schedule activies series form it gives me the option of choosing an existing contact, a new contact or my record.

Should I not have the option to schedule it for all new contacts?

Thanks in advance.

Cheers,
Zahid

 

[Melagan]

I'm unaware of an option to schedule a series automatically when adding a new contact to your database. There is, however, a trigger you can set so that when a specific field changes, you can launch an activity series.
[ol]
[li]Tools[/li]
[li]Define Fields[/li]
[li]Choose a field you'd like to set the trigger for - perhaps Contact?[/li]
[li]Click 'Edit Field'[/li]
[li]Click 'Next' Twice[/li]
[li]The first option here is the trigger for when the value of this field changes - you can specify that you want to start an activity series here[/li]
[/ol]

(untested, just a hunch)

~Melagan
______
"It's never too late to become what you might have been.

 

[GLComputing]

Set up an Activity Series with all the activities you want to add... they won't be added when creating the new contact, but it's only a couple of mouse clicks if you have created the series

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au