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Clear activity without creating history?

SMC
Copper Contributor
Posts: 16
Country: USA

Clear activity without creating history?

Is it possible to clear an activity on the calendar without creating a history entry for the related contact?

 

I am using Act Premium 2009.

Steve Collins
IQ Accounting Solutions LLC
Peachtree Certified Consultant
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Clear activity without creating history?

Hello SMC,
Unfortunately, this is not an option. However, if you are not wanting other users besides yourself to see the history created by an activity, you can mark it as Private when clearing the activity.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Nickel Super Contributor
Posts: 939
Country: USA

Re: Clear activity without creating history?

You could right click on the activity and select erase.  This removes it from the calendar, and does not record a history.

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com
SMC
Copper Contributor
Posts: 16
Country: USA

Re: Clear activity without creating history?

I was hoping for a way to leave the completed item on the calendar so I would know how I spent my time, but not clutter up my history with personal tasks.  I guess I could create a dummy contact record that I used for scheduling those types items.  At least now I know to stop looking for a way to do it.

Steve Collins
IQ Accounting Solutions LLC
Peachtree Certified Consultant