In a recent post to a forum I participate in the following question was asked about Last Reach & Last Attempt in ACT! 2006, I thought I’d share this with you here as perhaps others of you might have a similar question and benefit from my response.
“What is the purpose of the Last Reach & Last Attempt fields? How do they get updated? Is there a way to update them? And are they connected to the Last Results field?”
For those unfamiliar with the fields mentioned, they are included in a screenshot below.
This is a good question. It follows the same pattern set forth in previous versions of ACT! which is as follows:
o Last Reach is updated anytime a Call is Completed (result when entering a history or clearning an activity) for a contact.
o Last Attempt is updated whenever there was a history with one of the following results, Left Message or Attempted Call.
…incidentally selecting Recieved Call populates neither.
o Last Reach does not automatically update Last Attempt. Think of it as Last Attempt without reaching them.
These are system date fields, and as such cannot be updated/modified
manually. In other words, you cannot change the information in these fields as
you can with others, they are changed the ACT! program once an event occurs.
If you have a question you’d like to have considered for a topic of this blog,
goto: http://www.asktheactpro.com/
Regards,
Travis Campbell
Hi, my name is Travis Campbell, I operate this site. A key to success in any business is to effectively manage your relationships. ACT! is a software product helping millions when it comes to doing just that. This Website is designed to assist both those considering ACT! software for their business, as well as to provide insight to ACT! users who want to effectively use it in their day to day operations. So login, post, browse and enjoy.