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History Tab

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New Member
Posts: 5
Country: United States
Accepted Solution

History Tab

How do I add a new "Type'  in the Record History field? Help! Thanks

Marice


Accepted Solutions
Solution
Accepted by topic author Marice
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: History Tab

You would create a custom activity (Schedule | Manage) and the completion option(s) for the activity would be the History type when the activity was cleared, including directly recording history without creating an activity.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Solution
Accepted by topic author Marice
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: History Tab

You would create a custom activity (Schedule | Manage) and the completion option(s) for the activity would be the History type when the activity was cleared, including directly recording history without creating an activity.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: United States

Re: History Tab

I was unable to be succesful with this solutions. In the History field when I type in my history I want to put what "Type" of history they did. I can't add to that field.