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Company history to contact history

New Member
Posts: 2
Country: USA

Company history to contact history

Hello, I hope someone can help me.  ACT! is new to my company and I got the lucky job of trying to figure it out.  Anyhow my question is: When I record histories under the contact tab it transfers to the company history, this is great.  My problem is when i record histories under the company tab it does not transfer to the contact history.  I was wondering what I can do to make this happen, I need all histories to be accessed under either the contact tab or the company tab.  If you could help that would be great.
Platinum Elite Contributor
Posts: 14,505
Country: Australia

Re: Company history to contact history

Because you can have many contacts connected to the Company and the history doesn't necessarily apply to all, if adding the history for the company
With the history dialog open, you can click on the Contact Button
Change Select from to Companies
Add the Contact and Contacts the history is for