Activity Series

[Guest]

How do I schedule a series of activities once a contract is signed? In ACT
it is called Activity Series & in GoldMine it is called Automated Process. I
want to be able to set a series of about 100 tasks/calls that are assigned to
certain users due by a certain date prior to a specified date. Is that
possible in BCM?

 

[mrtimpeterson via OfficeKB.com]

Brian,

In a word...no. BCM is a MS product we are talking about here and they do
not have a history of leading edge innovation. If you want an Outlook
centric option that is capable of such an automated workflow check out:
www.avidian.com

Best regards,

-THP