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Sage ACT Pro 2011 - Notes not showing in History

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New Member
Posts: 3
Country: USA
Accepted Solution

Sage ACT Pro 2011 - Notes not showing in History

When I create a new note, it is not showing up in History.  How do I make my notes appear in History?


Accepted Solutions
Solution
Accepted by topic author JJM281
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Sage ACT Pro 2011 - Notes not showing in History

Actually in ACT! for Windows 1 and 2 the notes and history were separate. For ACT! 3-6 they were combined and with ACT! 7 (2005) they are again separate. Other than creating a custom Note activity which would record as a history there isn't any workaround. 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Sage ACT Pro 2011 - Notes not showing in History

Notes show in Notes, not History.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: USA

Re: Sage ACT Pro 2011 - Notes not showing in History

Yes, I agree, notes show in Notes, not History.  That is exacltly the problem.  Your input is very much appreciated but does not solve the problem.

 

In earlier versions of ACT Notes appeared in History.  It was easier to see all the history of calls, letters, emails, etc AND notes all in one place.  Is there a workaround to allow ACT users to see all the notes and history on one screen without having to print a report?

Solution
Accepted by topic author JJM281
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Sage ACT Pro 2011 - Notes not showing in History

Actually in ACT! for Windows 1 and 2 the notes and history were separate. For ACT! 3-6 they were combined and with ACT! 7 (2005) they are again separate. Other than creating a custom Note activity which would record as a history there isn't any workaround. 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129