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How do you open a previously closed follow up activity?

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New Member
Posts: 2
Country: United States
Accepted Solution

How do you open a previously closed follow up activity?

I closed a scheduled activity (phone call) and put the information in the details section of the activity.  I then

marked this activity as "cleared".

 

However, I now wish to re-open this activity and read the information I typed into the details section.  Even though

I am the originator of the activity and the owner of this contact's record, I recieve an error message that I cannot

modify or edit a completed activity.

 

The user manual suggests that I should be able to re-open a completed activity, but fails to tell me how to accomplish

that effort.  

 

We are running version 6 of ACT.  Any assistance would be greatly appreciated.

 

 

 


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

Re: How do you open a previously closed follow up activity?

That's correct.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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All Replies
Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: How do you open a previously closed follow up activity?

Check history. Cleared activities are recorded in history.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: United States

Re: How do you open a previously closed follow up activity?

Thanks for the information.  It appears that I overlooked the obvious. 

 

It appears that the activity information is transferred to the history section only when an activity is marked completed.

 

Is that correct?   Thanks again.  Wayne

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

Re: How do you open a previously closed follow up activity?

That's correct.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129