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Act 2007 and NEC PC Assistant

Copper Contributor
Posts: 25
Country: United States

Act 2007 and NEC PC Assistant

We have been using ACT 2007 and NEC's PC assistant DIALER program for 18 months. The only problem we have is after generating an outgoing call the HISTORY tab pops up. We want to change that so the NOTES tab pops up.

 

Is this dictated by a setting in ACT? 

 

Unfortunately, PC assistant has been dropped by NEC so we have no support on that side.

 

Any feedback would be greatly appreciated.

 

Thanks

 

Bob

 

Silver Contributor
Posts: 1,813
Country: USA

Re: Act 2007 and NEC PC Assistant

It is the ACT dialer that pops up the history tab. Unfortunately, this is how ACT works. Hostories are for recording events like calls that have occured.  Notes are usually for background info etc.  It would be recomended that histories be used if possible.There are add ins that will copy your notes to histories if you desire.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 25
Country: United States

Re: Act 2007 and NEC PC Assistant

thanks for the immediate response. Good to know it is not just our settings - we will make do.

Copper Contributor
Posts: 25
Country: United States

Re: Act 2007 and NEC PC Assistant

I know why we use NOTES - it is because it is on the top by default.

Is there a way to make history on top by default - if there is we would use it with no issues.

Silver Contributor
Posts: 1,813
Country: USA

Re: Act 2007 and NEC PC Assistant

Yes, that's an easy one.  Edit the layout (tools, design layout, Contact Layout). In the layout designer, choose Edit, Tabs. You can reorder the tabs here. Save and close. 

 

Your should be good to go. If you want your old notes copied to historys, many ACT consutants can help you with this through an add on we have.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider