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Default for type in New History?

Copper Contributor
Posts: 49
Country: United States

Default for type in New History?

Does anyone know how to change the "Type" in New History so that the "Type" aways defualts to "Call" and not "Appointment"?

Can this even be done?

Thanks...

 

Rick

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Default for type in New History?

There isn't a function within the Act! program that will allow you to set a default value for the activity type; however, the folks at Exponenciel have created a free add-on that will allow you to set the default.  Here is a link to their website: http://www.exponenciel.com/index.aspx#fix

 

Greg Martin
Sage
Copper Contributor
Posts: 49
Country: United States

Re: Default for type in New History?

Thanks!  This solved our problem!