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Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

Bronze Elite Contributor
Posts: 2,547
Country: New_Zealand

Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

[ Edited ]

With the release of service pack 2 version 18, Act! no longer writes changed history information from Opportunities to the associated Contact history table. The consequence of that is customers dependent on sales reporting for sales process cannot apply service pack 2 without detrimentally affecting sales reporting, depending on the nature of the reporting. So those customers who have been hanging out to apply service pack 2 to fix a host of areas in Act! Premium for Web are denied improvements that they rightfully should have received as paying customers as part of service pack 2.      

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

Graeme

There is only one history table in the ACT! database. Evidently there aren't linking entries being made in the contact history table to point to the history entries. As to reporting, using Durkin Impact reports I can make the necessary joins for the report query to list the opportunity histories to the contacts.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Elite Contributor
Posts: 2,547
Country: New_Zealand

Re: Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

Roy,

That is hardly the point, this is a case of was working now doesn't, it needs to be fixed.  

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

I agree. I mainly wanted to note that the information was available in another way.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Elite Contributor
Posts: 2,547
Country: New_Zealand

Re: Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

Swiftpage,

Is this recognised as a defect and is there an assigned defect number?

 

  

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Administrator
Posts: 4,024
Country: United_Kingdom

Re: Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

Hi Graeme,

Could you please give us some more details about the issue you are seeing, i.e. how you are reproducing the issue, and what you are expect to see?
I'm not aware of any changes made in this area between v18.1 and v18.2.
Bronze Elite Contributor
Posts: 2,547
Country: New_Zealand

Re: Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

Gary,

Easily reproducible.

Open the demo database under 18.2 and change the stage of an opportunity and you will find that it does not write the change to the associated contact record(s) history. In 18.1 it did write to the associated contact(s) history. It has previously been advised directly in an email to the Act! QA 'team'.

 

  

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


Administrator
Posts: 4,024
Country: United_Kingdom

Re: Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

Thanks Graeme,

Ah yes, this looks like it is an open issue that was previously logged. It's referenced as Defect D-04644.
Bronze Elite Contributor
Posts: 1,427
Country: United_Kingdom

Re: Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

This has just become an issue for an upgrade. Any timeframe on a resolution?

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Act! 18.2 Breaks Writing of Opportunities History to Associated Act! Contacts History

[ Edited ]

Hi ch1p,

 

It appears that the software is currently working as designed. The change was made around v18.1 to combat a potential data integrity issue that could occur.


The defect serves as a request to revisit this decision and find a solution to reinstate the behaviour. It's currently logged at a medium priority, but no timeframe is indicated.

 

It's worth noting, there is a free addon available from a third-party which links opportunity history records with those contacts linked to the opportunity - OppHistory4Act!