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Is there a way to show Activity Type ?

New Member
Posts: 9
Country: Canada

Is there a way to show Activity Type ?

Hello!

 

I am wondering if there is a way to display an Activity type of "Review" in the List view. When I select the columns to show, it does not show in the list. Or is there another way (reports?) to show all my clients that have had an activity type of "Review" and the Date it occurred. Also, showing the reference line would be handy.   Can't seem to figure out how to do this so far..  any help appreciated.  Purpose: helps be distinguish from all the other types of activity to just see who has had a review or not, how long since last review, and who has not had 1 or been a while.. 

 

Thanks, Dave

Bronze Contributor
Posts: 1,394
Country: USA

Re: Is there a way to show Activity Type ?

I am running ACT 2013.

 

Activty Type on my system is an icon that is related to a result.  When I display the history list, I have both Type and Result right next to each other.

 

I hope that helps.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit