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Saving field changes in the history section

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New Member
Posts: 1
Country: United States
Accepted Solution

Saving field changes in the history section

I would like all changes to contact record fields to save in the history tab.  I can't seem to find where I activate this?

 

Thanks!

 

John


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Solution
Accepted by topic author johnfeldman
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,311
Country: United_Kingdom

Re: Saving field changes in the history section

John

 

It's under Tools > Define Fields. Double-click the field name then check the Generate History check box. You would have to do this on a field by field basis unfortunately.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

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Solution
Accepted by topic author johnfeldman
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,311
Country: United_Kingdom

Re: Saving field changes in the history section

John

 

It's under Tools > Define Fields. Double-click the field name then check the Generate History check box. You would have to do this on a field by field basis unfortunately.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
New Member
Posts: 9
Country: USA

Re: Saving field changes in the history section

Thanks for the info but I am trying to not have history generated when I change the record manager.  I don't see the record manager as an option under define fields.  Do you know where I can turn this off?  Thank you in advance.

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Saving field changes in the history section

Record manager is a system maintained field - it is initially populated by the system at record creation.  It cannot be left empty and it is tied to the users (as you probably have already ascertained).

 

Curious - why do you care to turn it off if you could?

New Member
Posts: 9
Country: USA

Re: Saving field changes in the history section

I want to turn it off because I run a paper report for the owners ever week of what was accomplished.  Contacts where the record manager was changed come up on the report.  If I change the record manager on 200 contacts or so then it creates a lot of unnecessary paper.