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Task Bar in ACT 2011 Premium

New Member
Posts: 1
Country: United_Kingdom

Task Bar in ACT 2011 Premium

Although you can schedule a phone call from the toolbar or use a button in the toolbar for a phone dialer it appears you have to go into record history and select call to record a manual phone call. Is there an add on or macro which could put a button on the toolbar to simplify recording this simple task?

Regards

Mark

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Task Bar in ACT 2011 Premium

Hello markd11,

Welcome to the Sage ACT! Community. I don't know of a macro that can perform the entire history recording process, but the simplese way within ACT! is to click the big History button on the toolbar. You are proably seeing that this defaults to the Appointment history type, but that can be changed to defaulting to Call by installing a free add-on, which you can download from HERE. So you wold just click History, put in your Results, Regarding and Notes and save.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Bronze Super Contributor
Posts: 1,679
Country: Australia

Re: Task Bar in ACT 2011 Premium

Hi markd111,

 you could use AutoHotKey (http://www.autohotkey.com/) and then use the following snippet (macro) to create a history.

 

 

#h::  ; WIN-H will activate the Sage ACT! Premium window if it is open and then open a record history window
IfWinExist Sage ACT! Premium
  WinActivate
  Send ^h
Return

 

By changing the line "IfWinExist Sage ACT! Premium" to "IfWinExist Sage ACT! Pro" would make it work for Sage ACT! Pro.