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ACT! V16... "Notes" and "History"?

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New Member
Posts: 15
Country: USA
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ACT! V16... "Notes" and "History"?

New User...What is the difference between "Notes" and "History"?


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Accepted by topic author adpprobookb
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 139
Country: USA

Re: ACT! V16... "Notes" and "History"?

Histories are tied to an Activity Type, Notes are not.  When you clear an ACT! Activity, a History is created.  You can create a History manually, but many Histories are created automatically either through the clearing of Activities or via some automated function in ACT!.  Notes must be created manually.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399

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Solution
Accepted by topic author adpprobookb
‎09-25-2015 03:20 AM
Copper Elite Contributor
Posts: 139
Country: USA

Re: ACT! V16... "Notes" and "History"?

Histories are tied to an Activity Type, Notes are not.  When you clear an ACT! Activity, a History is created.  You can create a History manually, but many Histories are created automatically either through the clearing of Activities or via some automated function in ACT!.  Notes must be created manually.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399