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Record a History Window - Customising

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New Member
Posts: 8
Country: United Kingdom
Accepted Solution

Record a History Window - Customising

How do I customize the option in the window that comes up to record a history? I want to add additional options to the 'Type' of history and the 'Results' in History when recording a history.

 

Many thanks is advance.


Accepted Solutions
Solution
Accepted by dlunceford (Moderator)
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 127
Country: Australia

Re: Record a History Window - Customising

Have a look in the section, (Schedule, Manage,  Activity Types). Here you can create Custom Activities and each Activity has a Type and Result.

 

The two fields to which you refer in the Record History feature,  Type and Result are drawn from there.

Regards
Neil Gilford
ACT! Certified Consultant
Gilford Computer Solutions
neil@gilford.com.au

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All Replies
Solution
Accepted by dlunceford (Moderator)
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 127
Country: Australia

Re: Record a History Window - Customising

Have a look in the section, (Schedule, Manage,  Activity Types). Here you can create Custom Activities and each Activity has a Type and Result.

 

The two fields to which you refer in the Record History feature,  Type and Result are drawn from there.

Regards
Neil Gilford
ACT! Certified Consultant
Gilford Computer Solutions
neil@gilford.com.au
New Member
Posts: 8
Country: United Kingdom

Re: Record a History Window - Customising

Neil, many thanks for your help.

 

Where do I find that section?

 

Jason.

Copper Elite Contributor
Posts: 127
Country: Australia

Re: Record a History Window - Customising

That would be by selecting Schedule from the menu at the top of the ACT! screen.
Regards
Neil Gilford
ACT! Certified Consultant
Gilford Computer Solutions
neil@gilford.com.au