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Find tomorrow's customer appointments and create email reminders for the attached contacts.
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Recommended Action in your addon generated by the Coach
1. Find all Act activities scheduled for tomorrow that match "customer appointment". 2. For each activity found, identify all attached contacts. 3. For each attached contact who has an email address, create an email reminder. 4. Set the email subject to "Activity Reminder". 5. Confirm the list of recipients and review the email content before sending.
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Impact Suite for ACT!
With the latest version of
Impact Suite for ACT!
, managing, enhancing, and getting more out of your ACT! software has never been easier!
Demo databases Included:
Database Examples
Automobile Repair and Expenses Database
This example database highlights the use of a three custom tables 'Automobiles', 'Expenses' and 'Expense Master' to track and record work performed on contact's automobiles.
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Invoicing and Line Items Database
This example database highlights the use of a two custom tables 'Invoice' and 'InvoiceItems' to track and record invoices and invoice line items.
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