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Changing History popup in Act 2008 (10)

New Member
Posts: 2
Country: USA

Changing History popup in Act 2008 (10)

Can I change the fields for Type, Result and Ranks in the Record History window?  My marketing director wants her own codes to be recorded with each history visit.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Changing History popup in Act 2008 (10)

Hello Richmich,

Welcome to the Act! Online Community!

 

In Act! 2008, you can create new History Types along with corresponding Results, by using the Schedule > Manage > Activity Types option.  You will not be able to create new values for the Regarding field.

Greg Martin
Sage