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Clean Up History Files by lookup ??

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Copper Contributor
Posts: 90
Country: Netherlands
Accepted Solution

Clean Up History Files by lookup ??

I have made several changes in my ACT2010 Premium database and like to clean up by kind of filter e.g.:

 

Lookup/Filter :

 

If  Result field (or other History field) is "Changed this or that" or "Deleted"  then to clean up/delete that

particular history of the record.

It should be done for the total database. or lookup,in ONE go.

Any AddOnn tools available for this ??

 

 

 

Thanks.

William

 


Accepted Solutions
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 122
Country: United Kingdom

Re: Clean Up History Files by lookup ??

If you add multiple contacts into a group - you can then look at the combined group history and delete multiple history records in the history tab across multiple contacts?

Andy
Andy Kent
Angel Solutions (UK and NZ)
www.angelsolutions.co.uk

View solution in original post


All Replies
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Clean Up History Files by lookup ??

There is no built-in option for this type of clean up within the Act! program.  I'm not aware of any add-ons that have this capability. 

 

An option to help clean up your History items is:

- on the History tab > click on the column heading 'Result'. 

This will sort the History items by the Result value which will allow you to highlight blocks of items and delete them together.  This option can only be done on individual contact records, not across multiple contacts.

 

Greg Martin
Sage
Platinum Elite Contributor
Posts: 14,384
Country: Australia
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Copper Super Contributor
Posts: 122
Country: United Kingdom

Re: Clean Up History Files by lookup ??

If you add multiple contacts into a group - you can then look at the combined group history and delete multiple history records in the history tab across multiple contacts?

Andy
Andy Kent
Angel Solutions (UK and NZ)
www.angelsolutions.co.uk
Copper Contributor
Posts: 31
Country: United States

Re: Clean Up History Files by lookup ??

Very clever! This worked great, thanks so much!
Copper Contributor
Posts: 5
Country: United States

Re: Clean Up History Files by lookup ??

@ GL  Computing

 

Your solution worked best for me. You always give good advice.

Copper Elite Contributor
Posts: 227
Country: New_Zealand

Re: Clean Up History Files by lookup ??

Awesome.  Very neat solution.

I just had the same problem which I posted yesterday - http://community.act.com/t5/Sage-ACT/Remove-Field-Changed-details-from-History/m-p/203084, and I came across this on page 2 when I was browsing the Forum, someone had just posted a new comment - great timing!

Copper Contributor
Posts: 61
Country: United States

Re: Clean Up History Files by lookup ??

[ Edited ]

I was testing this as I have a big problem running reports that show field changed everywhere. So I created a group but not sure how to view combined group history?

 

I am able to filter a history list to show only those with system changes, thinking I can delete those? But cannot tie it to the group I created. What am I missing? Is there a way to edit reports to not include "field changed"?

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Clean Up History Files by lookup ??

The reports don't have that filtering capability and there isn't any way in the ACT! program to mas delete specific history types. However ther is a utility available that will allow you to selectively purge notes and history. Here is the link.

 

http://www.exponenciel.com/index.aspx

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 61
Country: United States

Re: Clean Up History Files by lookup ??

[ Edited ]

Thank you Roy.  Do you know how I view a combined group history as was suggested above (by angelsolu...)?