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How to view other user's past history and/or actions, events, etc?

New Member
Posts: 4
Country: USA

How to view other user's past history and/or actions, events, etc?

I am the administer of my database and can't find a way to view what other users have done. For example I want to review what contacts they changed so I can be sure they are completing things properly. Or, I want to see what notes they have entered. There must be a way to do this and I'm not finding it.

 

I am using ACT Premium 2011.

New Member
Posts: 4
Country: USA

Re: How to view other user's past history and/or actions, events, etc?

I solved this one after just looking around all the different menus.

 

When you click on the 'groups' tab on the left you'll see a list of groups and you can click on them to see what has been going on for that group. There is a default group "recently edited contacts".

 

sweet!

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: How to view other user's past history and/or actions, events, etc?

Another option would be to a contact activity lookup. Just go to Lookup > Contact Activity to find contacts with changes after a certain date.

Greig Hollister

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

New Member
Posts: 4
Country: USA

Re: How to view other user's past history and/or actions, events, etc?

That is probably easier for my other users to do. Thanks!