06-04-2015 07:31 AM
I've been asked to remove certain activites within Act! so that users only use the ones we want them to use.
The system has allowed me to marl 'Vacation' and 'Personal Appointment' as inactive... but it won't allow me to do the same for 'Appointment'.
Is there any way around this? Ideally we just need 'Call', 'Meeting' and 'To-do' and remove the rest.
06-04-2015 07:28 PM
Hello NETAlex - You didn't post the version of ACT you are using; however, I just checked on my version, which is V 17 - 2015 - and appointment can be set to inactive.
Call, Meeting, and ToDo are system defined activity type and can not be adjusted by the user. Maybe there is a work around, but it wouild rerquire a 3rd party program or possibly the services of one of the ACT Consultants.
06-05-2015 12:07 AM - edited 06-05-2015 07:52 AM
Ooops, sorry. It's Act! Premium v17.
When I go to Manage > Activity Types, it's treating Appointment the same as the other three and not letting me edit or delete to make it inactive. How have you managed to do it?
Here's what I can see. Edit and Delete stay 'unclickable' when I select any of the top 4 types.
06-06-2015 05:07 AM
Hi NETAlex -
I didn't do anything special. I thought I may have started ACT as an administrator, but I logged in as normal this morning and still can change the status.
I wish I could tell you something special, but I can't.
06-09-2015 07:50 AM - edited 06-09-2015 07:53 AM
I am guessing you need to be using most curr version of actv17 prem - you did not list your curr complete version of act!
so i have to guess even more? reference ACT! / Help / About ..
Reference the act download center for most curent service pak and hotfix stuff
let me know - cheers - FSBill
06-23-2015 02:11 AM - edited 06-23-2015 02:15 AM
Via Help > About, there's the following
Act! Premium Version 18.104.22.168, Hot Fix 1
Hopefully this helps. We are yet to upgrade to SP1 so HF1 is the most recent I can update.
Apologies for the delay, I have been on annual leave.