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Better Last Activity Date Tracking

Know how every time you mark a meeting as complete, the Last Meeting date gets updated? You can now create the same type of automation when closing any type of activity. And more...

What does this add-on allow me to do that I couldn't do before?

Here is a screenshot of the main window:


FOR YOUR CUSTOM ACTIVITIES:

  • You can assign any date field to any type of activity result. Let's say you added a Web Meeting activity to your activity types. You can now update any date field of your database when marking the activity as complete (or any other result, you might have created).
  • You can update any of the "Last" system fields when closing your custom activities. For example, you could update the Last Meeting field when marking your Web Meeting activity as complete.
  • You can update date fields in all the records associated with the activity. Let's say your activity is associated with a company and an opportunity, Better Last Activity Date Tracking can update a date field of your choice of the company and opportunity records.
  • You can write either the activity close date or the date the activity is being closed.

FOR THE STANDARD ACT! ACTIVITIES:

  • You can update date fields in all the records associated with the activity. Let's say your activity is associated with a company and an opportunity, Better Last Activity Date Tracking can update a date field of your choice of the company and opportunity records.

» The best way to discover this add-on
is to browse its online help

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Across this Web site, ACT! and ACT! Premium might be referred to as ACT! or Sage ACT!. Sage ACT! was the product name from 2010 to 2013.

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