11-20-2013 11:55 AM
I have Act Pro version 16.0291 and have been working with the history list. I like how it works except for one thing; i cant have a city or state column. I have customers that share the same name but the they have multiple branches throughout region. I need to track how Im visting each site. Is there a way to change the history list like you can modify reports?
11-25-2013 03:52 AM
11-25-2013 07:58 AM
You can add any field from the contact, company, group or opportunity tables with our addon called Impact History List Plus v5. This module also supports inline charts, pivots, and advanced sorting and grouping.
Watch the 3 minute video: http://www.durkincomputing.com/video.aspx?div=howto&vid=xwPiAswKNqE
History List Plus is one of the ten modules of our Impact Suite for ACT! Learn more about Impact Suite v5: http://www.durkincomputing.com/default.aspx
-- Jim Durkin