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Report Customization - Histories

New Member
Posts: 5
Country: USA

Report Customization - Histories

Hello,

 

Can a custom report be run where the Histories listed omits any "field changed" items?

 

If so, how would I go about doing this?

 

Thank you,

 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Report Customization - Histories

You can try simply unchecking attachments and emails and see if that eliminates them otherwise no there isn't any filter for that.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: USA

Re: Report Customization - Histories

Thanks for the quick response. Unchecking e-mails and attachments did not suppress the "field changed". We are early on in using this database and may switch to the notes field for recording history. Do you have any information on when to use history or when to use notes that would be helpful.

Thank you.
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Report Customization - Histories

Histories are populated from several sources including cleard activities, letters and emails sent, etc. The best way to look at histories are that they are event orientated thus the type, time, and date information. Notes are more general and must be manually entered.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: USA

Re: Report Customization - Histories

Thank you. I appreciate your info.
Bronze Contributor
Posts: 1,393
Country: USA

Re: Report Customization - Histories

It depends on if the fields that have changed information is important to your history. 

 

If the field changed information is not important to you, then you can change the field characteristic by unchecking the generate history box.  Activities, however, will continue to be recorded. In a multi user environment, it may be important to manage "change management" to the db. 

 

Go to:  | Tools | Define Fields | ... Select the field that is creating the history ... | Edit Field | ... uncheck generate history ...

 

Save the change and field change information will not be recorded moving forward. 

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
New Member
Posts: 5
Country: USA

Re: Report Customization - Histories

Thank you.  This is very helpful.  We are a very small team and this will keep our histories much faster to use.