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Change Field when scheduling a call

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Copper Contributor
Posts: 66
Country: USA

Change Field when scheduling a call

When I schedule a call all I see in the date/time window is the "Regarding" Field.  I think it used to show a contact name or another part of the contact like company in that field.  Is there a way to change this?  Unfortunately I can't show a screenshot as the dropdown (circled in picture) disappears when I try to screenshot.

 

 

 

 

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Silver Contributor
Posts: 2,016
Country: United_Kingdom

Re: Change Field when scheduling a call

Yes, it should be showing contact and company information unless on an open blank record.

 

Firstly try running a repair / reindex.

 

Go to tools - Database Maintenance - Check and Repair

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Copper Contributor
Posts: 66
Country: USA

Re: Change Field when scheduling a call

Thank you ch1p.  I appreciate your help, but unfortunately it didn't solve the problem.  Any other suggestions greatly appreciated.

 

Dave

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Silver Contributor
Posts: 2,016
Country: United_Kingdom

Re: Change Field when scheduling a call

If you have the demo database installed try on that and see if it works.

 

Will help with determining if it is an installation issue or database issue.

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Bronze Super Contributor
Posts: 1,624
Country: USA

Re: Change Field when scheduling a call

While the company is not displayed in the scheduling window, as long as the contact record shows a company, you can see it when you display scheduled activities using F7.  

 

You may have to customize the columns by adding Company to the display.

John Purdy
ACT! Premium V. 22.1.212.0 Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
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Copper Contributor
Posts: 66
Country: USA

Re: Change Field when scheduling a call

Thank you John.  Can you please give me a reminder how to customize those columns.  I actually want to see the contact name along w/ the "regarding" column show up when scheduling a call.  It used to do that so I don't know how it got changed.

 

Thanks again.

 

Dave

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Bronze Super Contributor
Posts: 1,624
Country: USA

Re: Change Field when scheduling a call

Pretty simple:

 

  • Click on the history tab
  • Make sure the date period is selected in the Dates window
  • Make sure the type is selected in the Types window
  • If there is more than one user, make sure to either select all users or a specific
  • You also can put a word in the keyword field if that helps
  • If Regarding is not displayed, right click in any one of the columns and a field chooser comes up
  • Highlight "Regarding & Details" on the left box and move it to the right box with the sing right facing arrow " > "

 

That should do it for you.  

John Purdy
ACT! Premium V. 22.1.212.0 Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
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Copper Contributor
Posts: 66
Country: USA

Re: Change Field when scheduling a call

Thanks Jon

I'm not sure we're talking about the same thing here.  Actually I'm not sure I explained it well. I took a pic of my screen to help.  When I click on start time to schedule a followup, the notation I see in the calendar is data in the "regarding column".  I could have sworn that I previously remember seeing all the contact names scheduled for calls on that particular day.

 

Does this help?

 

Thanks,

Dave R

 

 

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Silver Contributor
Posts: 2,016
Country: United_Kingdom

Re: Change Field when scheduling a call

Now think I understand and have also been able to replicate the issue. (ACT V21.0.7) machine tested.

 

This maybe a defect issue so would ask someone else to also try and respond.