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Activity and/or History ?

Copper Contributor
Posts: 37
Country: USA

Activity and/or History ?

I would like to add a Trigger to a filed.

When the Trigger activates, I would like for History to be recorded with a specific phrase, not the 'field changed on such and  such'


Or, when the trigger activiates, create an Activity BUT clear it at the same time.







Bronze Contributor
Posts: 955
Country: Australia

Re: Activity and/or History ?

Doug this is definately possible and would need to be programmed if you want something different to "Record History option" in Define Fields.


If you are looking to simply be able to record a history then maybe creating a new activity type would achieve the result you want because these are also avilable when doing a record history and I have used them for mnay clients

Paul Buchtmann Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Activity and/or History ?

Pretty sure you could do this in TopLine Designer...