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Closing ACT! activities and creating history item

Published by
Rushang

CompanionLink allows you to complete an ACT! calendar activity on your phone.  CompanionLink allows creates a History item for the completed activity.

You can do this by inserting a forward slash “/” in the subject line of the calendar activity on your phone.

For example, if you have a phone call at 2:30 that needs to be marked as complete, you can insert a “/” at the beginning of the subject of the calendar activity:

/(c) Follow-up with CompanionLink

When CompanionLink will sync this data back to ACT!, it will complete the activity and create a History item in ACT!.  Of course, History needs to be enabled under the Note Options tab.

Closing ACT! activities and creating history item was last updated July 17th, 2009 by Rushang
Closing ACT! activities and creating history item was last modified: July 17th, 2009 by Rushang
Rushang

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Rushang

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