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Record History - help!

New Member
Posts: 8
Country: Ireland

Record History - help!



I was wondering if it's possible to add a field in the Regarding drop down list in Record History. Is it a default drop down list?if so, can we personalise it?


I was also wondering if there's a way to add a record history and authomatically send it via email to someone without the copy/paste steps copy the note into an email body).





Gold Contributor
Posts: 3,810
Country: United_Kingdom

Re: Record History - help!

Question 1 

You can edit the "Regarding" drop-down list, but you have to do it from the Scheduling area. So, for example, Start to schedule a Call and you will see the Regarding field, but here you can edit the list.


Question 2

No, it doesn't work this way, but what you normally do is just send the email and a history record will be automatically created including the body of the email if you wish.


Hope that helps



Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK