Wednesday, February 24, 2010

ACT: Rolling Over Calendar Events

A client asked: Can the ACT! Calendar roll over activities to the next day?

Yes, but this should be used with care. There are often better ways to track past due items than rolling them over. For example, open your Task List and filter the list to Past. This way you do not automatically roll over less important items and mix them with really important tasks or calls.

If you need to roll over activities, however, do the following:

* Select Tools > Preferences > Calendar & Scheduling tab
* Click Scheduling Preferences > Select the Activity type
* Click 'Roll over to today' > Click OK

The next time log in, if you have activities to roll over, ACT! will list the number and type to confirm. If you do not want to roll over the activities, click Cancel.

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