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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: 6,668
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

 

Example history left by adding text into the previously blank fieldExample 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