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Articles tagged with: Sage ACT Workflow

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 21, 2012 No Comment

Sage ACT Custom Programming We have  come up with a list of the three most valuable ways to enhance Sage ACT with custom programming. The only catch is that this can only be done with an inexpensive ACT! plugin/addon tool. #1 Creating Popup Messages in Sage ACT Using the Snap-In Tool called  ”Scripting for ACT!” [...]

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