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Articles tagged with: Sage ACT 2013 Smart Tasks

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

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