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History field requirements

Copper Contributor
Posts: 29
Country: USA

History field requirements

I am the database administrator/billing guru for our company and lately I am having a problem with staff creating histories with the contact field blank. Is there a way to set it where they can't record a history if the contact field is blank?

 

It's now become one more check I have to do and it can cost our company money! Thanks, love this site, it's helped me tremendously.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: History field requirements

It sounds like histories are being created for groups, companies or opportunities and they aren't being attached to a contact repord. Histories that are created for a contact would automatically have the contact name included.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 29
Country: USA

Re: History field requirements

Thanks. We have a new employee who is doing it incorrectly so I bet that's why. Thanks!