01-28-2015 10:21 AM
I would like to avoid having History records created for such actions as Field Changed and Contact Linked. Is there a way to control this? I only want History created from.the closing of tasks such as Call Completed, To Do Done, Meeting Held, etc.
I use Pro v17, single user. Local database. Windows 8.1
Thanks!
01-28-2015 11:27 AM
01-28-2015 12:54 PM
Thank you! One thing I can't figure out is how to turn off the "Contact Linked" / "Contact Linked to Company" history (neither Contact nor Company has Generate History checked). Thanks again!
@Jpmcc wrote:I would like to avoid having History records created for such actions as Field Changed and Contact Linked. Is there a way to control this? I only want History created from.the closing of tasks such as Call Completed, To Do Done, Meeting Held, etc.
I use Pro v17, single user. Local database. Windows 8.1
Thanks!
01-28-2015 02:16 PM
Go to Tools | Preferences | Admin Tab | Company Preferences and uncheck the appropriate button.
QED!!
01-28-2015 04:03 PM
Thank you!
01-29-2015 10:19 AM
Thanks David, I didn't know that option was there.
![]() | Graeme Leo |