We just upgraded to AFFP 11 from version 6. My boss is about to kill me because he can't view both Notes and History in one place. There has to be a custom tab someone has built to accomplished this. Thanks.
I agree. I give a print out of my notes to my clients when I finish thier file. They really like it and they then appreciaet all I do for them. It used to be easy to do as a report at the conclusion of each job. Now it doesn;t flow with notes and history being in 2 different sections. Very messy. Please bring back fuctionality to combine the two.
--- first, I already registered with ACT support. It would be nice if you had a universal login so I don't have to register multiple times.
-- on this issue of notes and history, it would be extremely helpful to see notes and history together. I'd go as far as to say I'd like them combined. I see no value in having them separate....but I'm sure someone uses them differently.
I agree with this completely and added my Kudos.
I got around this problem by creating a field called "Last Results" and telling ACT to historize it. I can put text notes into this field and when the contact info is saved, a history entry is made along with the other history entries.
It is not a complete substitute for notes but it works for me to enter quick comments about a contact and have it remembered in ACT. You will have to live with the arcane 'Field Changed from "XXXXX" to "YYYYY"' notation that ACT uses for history that you won't have to suffer with if you use notes. There are several other suggestions in the forum to fix that and is one of my pet peeves.
I remember a time when there was but one "Notes and History" Tab.
With the better history-type filtering options now available in History it would now be much easier to handle notes in the History tab.
UK ACT! Specialist and Trainerhttp://www.bigbluemarketing.co.ukhttp://twitter.com/ACTtrainerUK
I teach my clients when to use Notes and when to use History:
Notes are for timeless information on the contact or account - directions, background - timeless information
Histories are anything with a verb in the past tense - I called, they called, we met, they ordered, I sent, they asked, I quoted, they emailed me - you get the idea.
If you're using it as it was meant to be used, History is where the sales manager looks to see what their reps did last week or last month.
If you're using Notes to tell what you did, you're mis-using the product.
I agree with Kevin. Notes and History are two very separate areas of ACT! although when printing a report the combination may be appropriate.
History is normally short term recording of activities undertaken or completed while notes are the sort of thing you may wish to keep long term regarding the client.
When Sage finally get around to allowing the Attachment of emails directly to Opportunities and make them more of an integrated element of the client record, then History can be better used at the level required. i.e. relative to a specific task /activity/opportunity - rather than just another entry in the History Tab.
In some instances it is possible to create a link between Opportunity History and Contact History - but often this requires use of Addons.
The whole issue of Opportunities processing and integration should be a priority in developing the improvements in functionality of ACT!
I am glad people are for the separate tabs...
but the previous version had them combined so now the notes and history are split up on two separate tabs, we need them together from the past because of the order and the way we entered info before.
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