Community
Showing results for 
Search instead for 
Do you mean 

Fast Tip Friday: Clearing Multiple Activities #SageACT

by bwhalen_sage on ‎06-22-2012 08:36 AM (2,718 Views)

banner Sage UniversitySubmit your Tip

I was recently browsing the Sage ACT! Community boards and came across a great question, and some equally great answers! The question was this: “Is clearing activities required?”. The short answer is “Yes!”. If you want an accurate history of how you spent your time, and your database finely tuned, you should be clearing activities. In this tip, I’ll show you how to clear multiple activities, and provide additional rationale for why you should clear your activities.

 

Clearing Multiple Activities:

If you have gotten busy, and neglected to clear past activities, you can get caught up by clearing multiple activities from the various activity list views (including the Task List, or various Detail View > Activities tabs):

 

1. Open the Task List (or Activities tab of the Contact/Opportunity/Group/Company Detail view).

 

2. Holding CTRL or SHIFT on the keyboard, click two or more activities in the list to select them.

 

3. Right click one of the activities, and then choose Clear Multiple Activities. . .


 

4. Select the preferred result. If you do not want the details added to history, clear the Add Activity Details to History. Any information that may have been entered on the details tab of the activity will be excluded, but history will be recorded for the activity.

 

Benefits of Clearing History:

  • Accurate recoding of time spent that directly feeds reports such as the History Time Spent, and History Summary reports (refer to the Reports menu in Sage ACT!).
  • Prevents corruption of the Activities table due to large volume of un-cleared activities.
  • Improves performance of your database by minimizing volume of activities stored in the Activities table.


Comments
by
on ‎06-22-2012 02:18 PM

One this worth noting ... adding to History adds them with the date/time you clear them, not with the activity values.

 

I know a few who have an issue with this ... as per http://lnkd.in/buHDtc

 

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Australia
http://about.me/GLComputing
http://Blog.GLComputing.com.au
http://twitter.com/GLComputing

GL Computing Facebook Page - http://www.facebook.com/GLComputing
LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups/ACT-Fanatics-49896

by Timothy J Krueger
on ‎10-23-2014 09:07 AM

Thank you. This was very helpful.

Labels