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How to disable "Field Changed" history records in 2011 Premium

New Member
Posts: 17
Country: USA

How to disable "Field Changed" history records in 2011 Premium

[ Edited ]

Is there any way to stop a history item from automatically being generated when a field (such as ID\Status) is changed? I mainly use the history to view my correspondence with the contacts, and I'd like a nice clean and concise view of actual communications or actions taken.  It's particularly of concern with companies where I'm dealing with several different contacts, and the field change records can really add up and start to clutter my history view.  Any suggestions other than deleting them manually every time I change something?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: How to disable "Field Changed" history records in 2011 Premium

Hello Rockin982,

Welcome to the ACT! Online Community!

 

The 'record history' option is available through the Tools > Define Fields option.  Double click on the desired field (ex: ID/Status) and disable (uncheck) the 'Generate History' option.  Click 'Finish' to apply the change.

 

 

Greg Martin
Sage