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Record History Dropdowns

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New Member
Posts: 10
Country: USA
Accepted Solution

Record History Dropdowns

Is there a way to change the inputs in the "Result:" dropdown on the record history. Instead of Call Completed, Call Attempted, etc... I'd like to make it a little more informative (something like monthly update, year end call, blah blah) so that I can look at the History Summary each month and see how these contacts have been touched and get a little insight as to why without printing hundreds of pages of notes.

 

Thanks always,

 

Russell

 

 


Accepted Solutions
Solution
Accepted by topic author russellbrown
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,313
Country: United_Kingdom

Re: Record History Dropdowns

Russell

 

You can't change the standard "Call" activity settings but you can change the drop-down options on custom activities. So, if you create a new type of activity called "Sales Call" for example, you can define what options appear on the drop-down when that activity is cleared.

 

The only downside is that in Dashboard views all custom activities get lumped together under "Other", as in Calls, To-Dos,Meetings and Other.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

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All Replies
Solution
Accepted by topic author russellbrown
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,313
Country: United_Kingdom

Re: Record History Dropdowns

Russell

 

You can't change the standard "Call" activity settings but you can change the drop-down options on custom activities. So, if you create a new type of activity called "Sales Call" for example, you can define what options appear on the drop-down when that activity is cleared.

 

The only downside is that in Dashboard views all custom activities get lumped together under "Other", as in Calls, To-Dos,Meetings and Other.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk