We recently upgraded from ACT 6.0 to ACT 2012 and for our company's use I need to configure certain fields that drop into the History tab so that they don't reflect the prior change or the quotation marks. Currently I'm getting a basic note displayed in this manner:
Field Next Step changed from "01/10/13 - Follow up on call attempt of 12/28/12 if no return call by this contact date." to "01/14/13 - Follow up on status of the settlement with the client if not returned by this contact date."
I would like to see the note dropped into the History Tab without the prior note or data and without the quotation marks so that it only reflects the following:
01/14/13 - Follow up on status of the settlement with the client if not returned by this contact date.
I would like to be able to configure the fields or the drop action into the History tab to display how I need it to display for our reporting purposes. The option for the field can include the current design format with quotations or a different one without the previous data and without the quotations.