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Add User Name to Contact Record

New Member
Posts: 11
Country: United States

Add User Name to Contact Record

I would like to add the user name to the main contact sceen when a user updates a particular field.  I added a new field for date called, and would like to automatically fill a field of the person that updated that date.  (I know of the last called field, but as far as I know that is only updated when a call scheduled on the calendar is made.  It is not practical for us to schedule every cal).  Any help would be appreciated.

 

ACT v 11.1.183

 

Thanks.  Paul.

Paul Piedra
Sabre Realty Group, LLC
www.SabreRealtyGroup.com
Silver Contributor
Posts: 1,813
Country: USA

Re: Add User Name to Contact Record

There is a last edited by field which you could move to the top.

 

Even though you don't schedule every call (who does) i would sugest that your users do a record history (CTR+H) to record significant business conversations on every call.

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Jon Klubnik| ActTrainer.com
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Nickel Contributor
Posts: 232
Country: Canada

Re: Add User Name to Contact Record

Paul,

 

You could do this using the Automatic Field Calculations add-on. If you need help, free free to contact me at support (at) exponenciel.com.

 

Gilles Cavin

http://www.exponenciel.com

Gilles Cavin
http://www.exponenciel.com
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