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Edit Drow Down List On Cleared Calls

Bronze Super Contributor
Posts: 1,600
Country: USA

Edit Drow Down List On Cleared Calls

ACT 2010

Windows 7, Enterprise


I may have asked this before, but I didn't see it in the history.


Is there a way to edit the drop down list for action taken besides "Call Attempted", "Call Completed" etc?  For example, I would like to add "LVM" and then in the results area put what the message was about. 


I apologize in advance if I already asked this question and wasn't able to find the answer.


Regards to all,

John Purdy
ACT! Premium V. Update 3
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Edit Drow Down List On Cleared Calls


For the activity types of Call, Meeting, and To-Do, you cannot edit the results list. You would need to create a custom activity type and then add your own results. This is done by going to Schedule/Manage/Activity Types from the main menu.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.