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Workflow Automation

Written By: Cliff Ford on September 3, 2012 No Comment

Sage ACT 2013 – Smart Tasks provide Automation & Workflow Sage ACT 2013 includes workflow automation via a module called Smart Tasks. These Smart Tasks allow users to create automated tasks that are triggered on specific fields or events. For example, if you want your customer to receive a birthday email, just set up (a) [...]

Written By: Cliff Ford on August 1, 2012 No Comment

Usage Review of Sage ACT! 2011 Workflow “Smart Tasks”
We have identified 8 Sage ACT workflow features:

(1) Any Smart Task item can be run manually via right click or by using the Schedule menu

(2) ACT! Smart Task steps can run in the background or the foreground. Foreground steps will display in the Smart Task Pending Dialog

(3) ACT! users also have the Run Once capability. This functions for automatically scheduled Smart Tasks. “Run once” functionality is per user per contact. And one crucial comment: Manual Run always trumps Run Once

Written By: Cliff Ford on July 5, 2012 No Comment

How to manage Sage ACT Workflow using Smart Task steps This article discusses the ways to create, edit or delete individual steps within an ACT Smart Task template. In order to begin adding a Smart Task Template step, first you will need to choose a template. Then, from the right panel, please use the “Click here” button [...]

Written By: Cliff Ford on June 29, 2012 No Comment

Basics of Configuring Sage ACT Smart Tasks This article focuses on the creating, editing and deleting Sage ACT Smart Tasks How to create a Smart Task To create a Smart Tasks, on the Manage Smart Tasks window, please click the Templates tab. Then click New Smart Task. The New Smart Task window appears  In the [...]

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