07-22-2013 07:35 AM
Using Sage ACT! Premium 2013
Database shared from a server
Running Windows 7
I am conducting a mailer and when I follow up with the prospects, I enter them in ACT!
The first history item in every new contact is "Mailer Sent X/XX/2013"
Is there a way to auto-create this history item, say, because I filled in the referred by line to indicate the mailer, ACT! could automatically create the history?
07-26-2013 01:23 PM
You can make it so Act! creates a basic history any time a field is updated. Try this out:
1. Click Tools>Define Fields
2. Find the 'Referred By' field, and double-click it to edit the field.
3. Check the box that says "Generate History"
4. Click Finish, then Close
The history might not be the same format that you expect, but the information should be in there.