So I just switched to Act 2013 from Act 2009 and was shocked to see the History tab in Conacts, Opportunities, etc' didn't actually function properly anymore. In 2009 if I would create a new opportunity that had a linked contact, that contact's history would show an entry for "New Opportunity" .... or, if I attached a document to the contact that action would be seen in the History tab. Oddly enough all the filters are still there, but they serve no purpose anymore.
Why was this changed? Can it be restored?
You no doubt also noticed that the way opportunities work was SIGNIFICANTLY DIFFERENT from ACT! 2009...
That is what changed.
Multiple contacts can be attached/affiliated with an oppty starting in ACT! 2010.
Contact and oppties are now a many-to-many relationship, so that has a major impact on the behavior of their inter-relationships...
Clearly.... and yet it is pretty obvious what has to be done.
If I have contacts and companies associated with an opportunity, then it would be natural to have that Opportunities Histories have the contacts and Comapnies associated with them as well.
This is obviously not a weird concept, since in the preferences, under Admin and Company Preferences, there is an option to "Share new notes and histories on linked contacts and associate new acitivities and Opportunities with the Company record." If there was such a "Opportunities Preferences" now that they are their own entity where such a check box existed, then that would make it work, and be more consuistent/complete.
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