06-24-2008 11:06 AM
I'm using ACT 2006 Version 188.8.131.52, 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?
06-24-2008 04:40 PM
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.
06-24-2008 06:34 PM
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"?
06-25-2008 10:57 AM