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Automatic "History" Preference settings?

New Member
Posts: 2
Country: USA

Automatic "History" Preference settings?

I'm using ACT 2006 Version 8.0.2.82, Windows XP sp2

 

At one point, perhaps in an earlier version of ACT, whenever I entered a new contact into ACT an entry would be made in the "History" tab with the date the client was added. With my current configuration that is not happening and I would like it too. Is there a preference setting that I cannot find to make this happen automatically?

 

Also, is it possible to do a lookup by dates that new clients have been entered given date parameters say between 1/1/08 and 6/24/08 as an example?

 

Thanks

Nickel Contributor
Posts: 220
Country: USA

Re: Automatic "History" Preference settings?

You can define lookups for before or after a particular date.

 

Go to  Lookup|Other Fields  and select "create date" under look in this field.

 

select search for "On or After"  1/1/08

 

And it will do a lookup of all contacts created after 1/1/08 up to todays date.

 

 

 

 

Matt Pulsts
Your Intown Handyman
Atlanta, GA
New Member
Posts: 2
Country: USA

Re: Automatic "History" Preference settings?

Thanks for that information.

 

Anyone know the answer to the first part of my question regarding how to have the date a client is entered into ACT automatically added to the "History"?

Copper Contributor
Posts: 58
Country: UK

Re: Automatic "History" Preference settings?

You may be able to do it by making the create date field generate history, try tools > define fields > find create date , change the option of generate history to be ticked and test.