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No History available for INCOMING CALLS??

Copper Contributor
Posts: 41
Country: USA

No History available for INCOMING CALLS??

I'm surprised Act! does not allow its users to create a history for an INCOMING CALL.

 

I try to track the amount of outgoing calls I make as well as how many incoming calls I receive - and it appears ACT does not allow for this. And there's no code I can use that will allow the reports to differentiate between the two.

 

    odd.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: No History available for INCOMING CALLS??

Press Ctrl-H
You can then generate any type of History. EG: Call - Received Call
New Member
Posts: 6
Country: USA

Re: No History available for INCOMING CALLS??

Ctrl H brings up new history for me.  How do I customize the activity types?  I see no place to change Call to Call - Outbound or to anything else.

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: No History available for INCOMING CALLS??

The following Knowledgebase article provides instructions on how to create and manage custom activity types:
http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=1387...

Please note that you must be logged into your database as an Administrator or Manager level user to access this function.

Greig Hollister

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

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: No History available for INCOMING CALLS??

Copper Contributor
Posts: 41
Country: USA

Re: No History available for INCOMING CALLS??

Thank you for the Article! I never knew about establishing custom activities.

 

But here's the inevitable question: Do custom activities appear in the reports or dashboard?

 

In other words, I would like to run a report based on a specific custom activity - possible?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: No History available for INCOMING CALLS??

Yes, you can include them in reports and dashboards. With the dashboards however, the graphs will not break out the individual custom activities - they will be lumped together as 'Other". You would need to individually filter by each custom activity type to get the data for them.

Greig Hollister

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