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History not recorded - New Contact

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Copper Contributor
Posts: 29
Country: United States
Accepted Solution

History not recorded - New Contact

Hi everyone, 

 

We have been a long time user of ACT! 2010 and recently upgraded to v21. Since ACT! 2010 we have had this problem when a new contact record is created, any fields that should be recording in history, do not get recorded. The user must first create the new contact, enter the name, hit save and then the history is recorded. If they don't hit save until after everything has been entered, it does not record any of the field changes. This issue has existed since we were running 2010 and currently in v21.  Any one else experience this issue? What could be the problem? Thanks in advance!

 

Environment: ACT V21, local shared DB, DB running on Server 2016, clients running Win7.  

-Alex
Serenity Group Insurance

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Accepted by topic author alexserenity
3 weeks ago
Copper Super Contributor
Posts: 67
Country: USA

Re: History not recorded - New Contact

Hi Alex. I think this is actually by design. If you're creating a new contact and entering data into fields, that field data is not being "changed" because no data ever existed.  Your process of saving the contact after entering the name is creating the new record and setting the fields to "blank". Then you edit the new record and change the fields to something else, and that triggers the "field changed" history routine.

Wendy Cummins
ACT! Certified Consultant
Patricia Egen Consulting

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Highlighted
Solution
Accepted by topic author alexserenity
3 weeks ago
Copper Super Contributor
Posts: 67
Country: USA

Re: History not recorded - New Contact

Hi Alex. I think this is actually by design. If you're creating a new contact and entering data into fields, that field data is not being "changed" because no data ever existed.  Your process of saving the contact after entering the name is creating the new record and setting the fields to "blank". Then you edit the new record and change the fields to something else, and that triggers the "field changed" history routine.

Wendy Cummins
ACT! Certified Consultant
Patricia Egen Consulting