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Act! 2011 Sending Email when a field has changed

Posted on 2011-03-15
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Last Modified: 2012-05-11
A client would like to have email sent when a field changes in ACT2011. IE, check this box and bam!, email is ready to be sent! This can even be scheduled to run if necessary.

To me this seems like a simple task, but for the life of me I cannot find anything in ACT2011. In 2010, they had the ability to do this, but it seems removed in 2011. The client upgraded to 2011 because 2010 will not integrate with Outlook 2010.

I can do this through SQL with a trigger, but the sa password is only available by purchase.

Basically, what I am asking is has anyone here been able to get ACT to send email based on a field changing? If so, how? If not, do any of you have any recommendation for a add on that will do this?

Thanks in advance
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Question by:snurker
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Expert Comment

by:50cal
ID: 35190784
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Author Comment

by:snurker
ID: 35191262
Smart tasks do not work. Looked into that a while ago.
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Expert Comment

by:50cal
ID: 35191559
You can use field triggers (Tools -> Define Fields -> Edit Field -> Click Next until you get to the field triggers page).
However this will just launch as specific application (Maybe a file), was this set before to run a script?

Was there no add-ins installed before that did this for you?

50cal.
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Author Comment

by:snurker
ID: 35191715
No. Act 2010 had a mailto option for the triggers, but it does not integrate with outlook 2010
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snurker earned 0 total points
ID: 35216371
Alright. It appears that this can be done with SAM by crmaddons.com. After further research that sounds to be the best resolution. Odd that something so easy to do with a database would be unavailble in ACT.
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Author Closing Comment

by:snurker
ID: 35252761
Basically, no one offered me anything more than what I had already looked into. I did further research elsewhere and found an addon that would do it.
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