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Stop History recording of Opportunity Status

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New Member
Posts: 5
Country: Canada
Accepted Solution

Stop History recording of Opportunity Status

we recently upgraded to Act! Pro Version 17.2.217.0, Hot Fix 2 and opportunity changes started showing up in history, which is a pain, it clogs up the history records with needless info. I reviewed some community posts and unchecked any 'generate history' fields which fixed some of the history posts. However, i can't get rid of 3 histories that keep showing up: new opportunity created, probability, and stage. Suggestions?


Accepted Solutions
Solution
Accepted by topic author Conquest
‎11-02-2016 05:58 AM
Employee
Posts: 102
Country: United_Kingdom

Re: Stop History recording of Opportunity Status

Hello,

 

The Act! software is designed to generate the histories you mentioned. You may stop some of them displaying by unchecking the history types in the filters dropdown.

 

 

Opps filters.png

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All Replies
Solution
Accepted by topic author Conquest
‎11-02-2016 05:58 AM
Employee
Posts: 102
Country: United_Kingdom

Re: Stop History recording of Opportunity Status

Hello,

 

The Act! software is designed to generate the histories you mentioned. You may stop some of them displaying by unchecking the history types in the filters dropdown.

 

 

Opps filters.png

New Member
Posts: 5
Country: Canada

Re: Stop History recording of Opportunity Status

yes this fixes the problem, thank you!