10-14-2012 06:26 PM
Until recently in ACT 2000, the Last Results field content would be copied down into the Notes screen
of the Contact record when one clicked on the "Insert Note" button.
This does not work anymore - you only get a blank field in which to fill in data or manually copy and
paste to this field from the Last Results field.
Does anyone know how to regain this function of auto copy and paste from the Last Results field
to the Notes field when the Insert Note button is pressed?
10-14-2012 08:36 PM
10-14-2012 08:59 PM
I asked the question because up to a few months ago, whevever I
entered information in the "Last Results" field and then pressed
the button labeled "Insert Note", the information would appear
below in the history "Regarding" column.
Could it be that a macro accomplished that, triggered by clicking
on the "Insert Note" button? or is there a function that can be initiated
when the "Insert Note" button is clicked on?
Thank you in advance for your advice!
10-14-2012 09:09 PM
10-15-2012 09:32 PM
Hello Mike and thank you for trying to answer my question regarding Last Result and Notes history.
Would it be possible to call you to go over what I am seeing regarding my question as your answers, if I am reading it clearly seems to indicate that whatever you enter in the Last Results field (providing the log History box is checked under define fields - which it is), should appear in the Results History screen - which is not happening presently - here are your two statements:
"Changing the Last Results field should create a History of the change ... unless you've turned off the Generate Hist option for the field." and "It should appear in the History regarding column when the record is saved ... whether or not you click "Insert Note".