Community
Showing results for 
Search instead for 
Do you mean 

Fast Tip Friday: Recording History for Multiple Contacts #SageACT

by bwhalen_sage on ‎01-04-2013 08:31 AM (2,973 Views)

banner Sage UniversitySubmit your Tip

Recording history of your completed activities is such a valuable tool in Sage ACT! because it enables you to quickly recall recent interactions with a prospect or client. You can capture history automatically when sending  emails, or clearing activities. You can also manually record history for multiple contacts if you want to capture historical details for impromptu activities. For example, if you recently held a seminar, and want to document (via history) attendance, or have just completed a phone or email campaign and want to capture details for all relevant contacts, you can do this quickly and easily. Here’s how.

 

Recording History for Multiple Contact

 

1. Look up the contacts for which you would like to record history. The following example includes all contacts that recently attended a webinar.

 


 

2. From the Task List toolbar, click Tag All to select the list of contacts.

 


 

3. From the Global Toolbar, click the New History button.

 


 

4. Complete the History Details including the Type, Result, Date, Time, Attachments, Regarding, and any other Details as desired. Optionally, click Follow-up to schedule a future activity with this same group of contacts, and/or click OK to save the History details to every contact in your lookup!

Comments
by juliansdad
on ‎01-06-2013 10:23 AM

That's a significant time-saving suggestion.  It's also a wonderful feature of ACT! that I wasn't aware of until now.

Thanks for pointing it out!

by Bronze Super Contributor pauluptime
on ‎01-07-2013 08:11 AM

That's a great tip - and adding a Note in one step to mutiple contacts in the current lookup works the same way.

by christa@shuttleworthlaw.com
on ‎05-07-2013 08:29 AM

Does this take a long time?  I have been trying to do this for a week.  Each day I get to the final step and click OK and I get the spinner for over an hour with no results.  Is there a limit on how many records you can update at one time?

by
on ‎05-09-2013 03:54 PM

There is a limit of 150 contacts, from memory

 

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 Rachel Gray
on ‎01-06-2015 05:19 AM

Is there anyway round the 150 Contacts limit?

Labels