
Maybe I am missing something, but I want to be able to AUTOMATICALLY have a "SHARE WITH" Autofill when I create a history from a field on the contact layout.
Example: When I DEFINE a field, I would like to add in the last step the ability to automatically add the history to a group with a "SHARE WITH" option. I have a field in each contact layout called "Diary". I use ACT for my personal use too and I only want to use that specific field if I want to place a diary entry in my Diary Group specifically for that group only. If I fill in that field, I already optioned to "Generate History - Track Changes made to this field's value in history" when I defined that field. Sadly, I have to go to the Group and click on the "SHARE WITH" in the Entry and add the Group.
On a field level in the layout, it should be able to, based on an instruction to do this, create the history and DEFINE a "SHARE WITH" option if that field is so narrowly defined that way. If the user wants it this way, then why can't this be done? If I don't have this option, then it gets bunched up with all the rest of the histories in the group until I define it to be in that group. Does this make any sense?
Please tell me if I am not seeing something that can do this..
Pat
Carol brought up an interesting point in that she does not want a history entry she deems to be private to go to a company history. The idea I presented would do just that in a sense that one could so narrowly define a field that the user can choose to have that field go to the company history if they so choose.
In other words, if I wanted to define the field to go to a specific group or company, then I should be able to say "When I type info into a designated field on the contact layout, then I want it to specifically go to this group, subgroup, company or division for this field only.
You must be a registered user to add a comment here. If you've already registered, please log in. If you haven't registered yet, please register and log in.
We want to hear your cool ideas for improving ACT! by Sage products and services. So add your own ideas or kudo (vote) on the ideas of others here!
I have an idea! How do I get started?
One