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Open an Activity that was Cleared

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Nickel Contributor
Posts: 597
Country: USA

Open an Activity that was Cleared

Contact Record, Activities Tab, Double click on a cleared activity record to view the details.  Why don't you allow for this?

I have to unclear it to see details then put it back to cleared.

JM

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Nickel Elite Contributor
Posts: 619
Country: USA

Re: Open an Activity that was Cleared

Hello, I would think that it is easier to see the history record that was created after doing CLEAR ACTIVITY
 
this is just an idea, other participants of this community are going to place other ideas

Good luck
 
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Juan Carlos Otero Garcia
juancarlosotero@protonmail.com
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Nickel Contributor
Posts: 597
Country: USA

Re: Open an Activity that was Cleared

juancarlos..

At first, I did not understand your reply, but now I do.

When you Clear Activity a copy is created and saved in History Tab to see the details.

A). If you can't open one from Activities Tab then add a field or link column to click on that takes you to that History record to then double click opening it.

B). Oddly when I looked in History Tab at a Result Completed record there were no Details notes. Must have been the way I Cleared it or a fix in an ACT version.  Because, I uncleared an Activity record, then did Clear and selected type Completed and the details comments copied into the history record.

 

JM