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How to add a "field-changed" date field to layout.

New Member
Posts: 1
Country: USA

How to add a "field-changed" date field to layout.

ActWantsDateField.jpg

 

Our company is using Act! 2012 Premium (version 14.1.108.0) and the owner of the company has tasked me with adding a new field to our layout.  This new field needs to be a date field that will record the current date when either Field A or Field B are changed (I can tie it to either field, doesn't have to be both).  I have figured out how to add a new field, but nothing I can find will do what I am being asked for.

 

Any and all help is appreciated.

 

 

 

 

 

Platinum Elite Contributor
Posts: 6,741
Country: USA

Re: How to add a "field-changed" date field to layout.

What you want would require a custom add on program.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
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Country: United_Kingdom

Re: How to add a "field-changed" date field to layout.

[ Edited ]

Hi bblanton,

 

Roy is correct, to add such a date into the layout would require a custom addon. However you can acheive date logging of field changes in a contact's history out of the box.

 

In Tools > Define Fields, you can select a field and enable the option to Generate History to leave a history record when the feild is edited.

 

Act!_2016-06-14_10-09-21.png

 

Act!_2016-06-14_11-55-20.pngExample history left by adding text into the previously blank field

You can find more info on editing fields in the following Knowledgebase article: http://kb.act.com/app/answers/detail/a_id/15331