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New Member
Posts: 6
Country: United States
Message 1 of 3 (852 Views)

Question about logging a call

I am new to Act, just recently converting from GoldMine. I have a question about logging calls. If someone calls me unexpectedly, I can click the "History" Button to record history of the call. However, if I want to follow-up on that call and click the "Follow-up" button, The notes and details I typed in are not automatically carried over. Is there a way to edit this, or is there a better way to record unexpected incoming calls?
Moderator
Posts: 4,395
Country: USA
Message 2 of 3 (815 Views)

Re: Question about logging a call

Unfortunately manually created history entries will not copy the regarding and details when clicking follow-up.  This has been submitted as a feature request.
New Member
Posts: 6
Country: United States
Message 3 of 3 (812 Views)

Re: Question about logging a call

Thank you. Do you have any suggestions on how to do this?

 

My scenario is I receive an unexpected call from a client in ACT, and he asks for a quote. I want to note that I received the call and schedule a follow-up. Is there a correct way to do this?