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 NewHistory 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!