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Change Activity default to Call

New Member
Posts: 1
Country: Canada

Change Activity default to Call

Hi All,

I have just upgraded to ACT 2011 (from 2008) and the activities all default to Appointment and I want them to default to Call. How can I set this up?

Speaker

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Change Activity default to Call

Hello Speaker,

Welcome to the Sage ACT! Community. This was an unintended effect when we added the Appointment activity type to work with the new Outlook integration in Sage ACT! 2011. One of our add-on partners, Exponenciel, has developed a free add-on that will change the default activity type back to "Call". Here is the link:

http://exponenciel.com/index.aspx

 

The add-on is at the bottom of their home page.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Bronze Contributor
Posts: 1,393
Country: USA

Re: Change Activity default to Call

I know it has been a long time since this post was published.  

 

I went to exponenciel's website and found the file.  It was downloaded and run.  The error message I received was "This can't run on your PC".

 

I tried reaching exponenciel, but could not find a place to enter a question.

 

Does anyone know if this program works with Ver. 18?

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Change Activity default to Call

Hi John

 

It is now built into your version of ACT

 

Go to Tools - Preferences - Startup.

 

At the bottom you can change the default History Type.

 

Hope that helps.