No History available for INCOMING CALLS??

[mrootes]

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.

[GLComputing]

Press Ctrl-H
You can then generate any type of History. EG: Call - Received Call

[btrscott]

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.

[ghollister]

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.

[GLComputing]

And you might leave Call as Call ... and set the Regarding

[mrootes]

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?

[ghollister]

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.