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Change Default History

Status: Available in Act! v17 SP1
by MattRobillard on ‎03-19-2013 09:30 AM

Right now when you create a new history it defaults the history type Appointment or whatever is top of the list alphabetically, under the preferences there should be a setting where you can change the default type for new histories, say from appointment to meeting.

Comments
by
‎03-19-2013 09:33 AM - edited ‎03-19-2013 09:33 AM

Hello Matt,

Thank you for your suggestion to improve Sage ACT!. There is currently a free add-on that can do what you are requesting: http://exponenciel.com/actaddons/actaddon.aspx?ID=142

by mattrob
on ‎03-19-2013 09:36 AM

That free add-on changes the default lookup field on the left navbar, which is very different from changing the default type for new histories like i mentioned.

by Nickel Elite Contributor
on ‎03-19-2013 10:01 AM

This is what Greig meant to point you to: http://www.exponenciel.com/actaddons/actaddon.aspx?ID=132. I agree though that its a little ridiculous to have to install a separate tool to get such basic, what used to be 'out-of-the-box' functionality. The default really needs to be call as it always was before ACT!/Outlook Sync was implemented. 

by Bronze Elite Contributor
on ‎04-10-2013 03:44 PM

what happened Matt was the feature was broken at some point and now its "working as designed".

 

ACT is about Calls, Meetings, and To-dos. 

Outlook is about Appointments.

 

ACT History should default back to CALLS like it did in versions 2 through 10 (or was it 11).

 

My two cents from the front lines...

by Copper Elite Contributor
on ‎05-03-2013 04:38 PM

So agree. This is a much requested feature.

by Copper Super Contributor gknapp
on ‎05-04-2013 12:20 PM

DItto.  Either default back to Calls or create an Admin permission that let's the administrator set the default activity type. 

by Silver Elite Contributor
on ‎05-31-2013 04:27 AM

Yup. I'd like a default of Calls out of the box PLUS tha ability to set whatever default you want including custom activity types.

by Bronze Super Contributor dshaw111
on ‎06-07-2013 06:33 AM

Default to Calls out of the bos and admin to change if needed.

by Copper Elite Contributor
on ‎06-07-2013 06:44 AM

I agree, "Default to Calls out of the box and admin to change if needed."

 

by Employee
on ‎01-23-2015 03:04 PM
Status changed to: Available in Act! v17 SP1
 
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