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Couple of History questions

Copper Contributor
Posts: 37
Country: USA

Couple of History questions

Greetings all,

 

1. Is it possible to search by History Type?

2. Is it posible to add a custom field to the History Tab, as we would in the contact layout?

3. is it possible to 'save' a keyword search routine/ In other words, if I don keywrod search for "Friday 9am", can I save that query/

 

Thanks

 

Doug

 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Couple of History questions

The answer to all three questions is no.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 9
Country: Australia

Re: Couple of History questions

For the first question, assuming you are using ACT! 2005 or later, you could try using the Lookup | Contact Activity feature.

That will allow you to do a lookup for any records that have cleared meetings, letters sent, faxes sent, phone calls made, etc etc....check it out there are quite a few options there that might help...

Questions 2 and 3 are definitely a no.

Hope that helps. :-)

Cedric Amoyal
ACT! Certified Consultant
The Contact Group
www.thecontactgroup.com.au