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Auto-Creating History in a New Contact

New Member
Posts: 2
Country: USA

Auto-Creating History in a New Contact

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?

Moderator
Posts: 704
Country: USA

Re: Auto-Creating History in a New Contact

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.

 

Billy Clark
Swiftpage
Act! Knowledgebase: http://kb.act.com
New Member
Posts: 2
Country: USA

Re: Auto-Creating History in a New Contact

Thanks so much, I'll give that a go!