02-09-2018 05:13 AM
We are currently using ACT Premium v19.2
When I create an opportunity it records a history as follows:-
"A new opportunity called was created on 09/02/2018 13:01:08", is there any way I can get it to insert the Opportunity Name after "called". ie how can I amend the automatically recorded history?
Likewise I would be able to create an an automatically created history if an Opportunity Name is amended. Can this be done?
Anyone able to help.
02-09-2018 07:05 AM
02-09-2018 07:10 AM
thanks for this. The "Generate History" check box wasn't selected for the field. Now I've change it the name is inserted in the history when creating the Opportunity and it records any subsequent changes.
02-09-2018 07:17 AM