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Filtering History by Type #SageACT

by ‎09-10-2010 11:06 AM - edited ‎09-10-2010 11:10 AM (2,705 Views)

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When you complete meetings, phone calls, to-dos, send e-mail, modify record level permissions, and a number of other actions in Sage ACT!, history entries are recorded in the database automatically. This gives you a record of what you have been doing and how you have spent your time. Most ACT! users could not live without this feature. However, after a while your history data can get overwhelming. There’s good news! Sage ACT! 2011 now allows you to apply expanded History Type filters to quickly peruse and locate your relevant history entries. Have you ever been on the phone with a customer and wanted to find out what Opportunity was last closed with them, or what message you last sent to them but didn’t have time to generate a full blown report? Just click the History tab and choose your filter options!


You can filter histories by type (such as e-mails and correspondence, completed activities, system changes, or attached files) on the History tab. New categories with associated history types let you drill-down to see the histories you need. You can even select or clear the entire history category.


To Apply Filters by Type on the History Tab of a Record:


1.  Open the Contact, Group, Company or Opportunity Detail View
2.  Select the History tab



3.  From the Types list, do the following:



  • By default, All is selected. Click the “+” sign to expand the category and view the category sub-types.
  • To clear a history type, select the check box. (Clearing the top-level category clears all types in that category.)
  • Or, select None to clear all types and categories.
  • To select individual types, click the check box. To select all types in the category, click the top-level category.

4.  "Selected" appears in the Types list to let you know that filters have been applied, and the “Histories” count in the status bar reflects the number of histories that meet your filter criteria.