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Contact history

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New Member
Posts: 2
Country: USA
Accepted Solution

Contact history

When creating history with a contact that is a member of a company, and the contact changes jobs and moves to another unrelated company - does the history with the prior company stay with the company history?

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Solution
Accepted by topic author rschreier
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Contact history

If the history was associated with the first Company, it will still appear in that Company's history

 

Mmake sure the linking items are on as per this ACT! Knowledge Base article -

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1936...

and if the Contact is linked to the Company, then the association is automatic for new activities, notes, opportunities and histories... but not (unfortunately) for emails which can be done manually. I might see about an add-on to do that if there was anyone willing to pay for it

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Solution
Accepted by topic author rschreier
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Contact history

If the history was associated with the first Company, it will still appear in that Company's history

 

Mmake sure the linking items are on as per this ACT! Knowledge Base article -

http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1936...

and if the Contact is linked to the Company, then the association is automatic for new activities, notes, opportunities and histories... but not (unfortunately) for emails which can be done manually. I might see about an add-on to do that if there was anyone willing to pay for it