Sage ACT! Pro 2011 Version 13.0.401.0, How to change the "Type" & "Result" dropdown lists in history.

[cmilana01]

I wanted to know if I can manually change the dropdown list options when recording in Edit history.

Type: Appointment, Call, Meeting, To-do, etc...

Result: Appointment Compteted, Apppointment Not Completed

I would like to change or add to the "Type" & "Result" dropdown lists.

[Roy_Laudenslager]

You can add to the History types by creating custom activities. Be sure to edit the results when creating custom activities to make them unique. There is a free addon to set the default, there may be one to change the order.

[cmilana01]

Hi Roy,

Thanks for your help. How do I create a custom activity?

[Roy_Laudenslager]

Schedule | Manage | Activity Types

[cmilana01]

Thank you, Roy.

[gleo]

Chris, 

If you want to assign a particular color in the calendar to specific Act! users you can use our free addon, Auto Color Assigner at www.freeactaddons.com , refer Auto Color Assigner