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Add Custom History Field 1

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gogopoppy

Instructor
Mar 6, 2005
114
CA
Hi there,

I'd like to add a field to the Record History dialog box. You can add fields to the main company (or contact) by going to Tools, Define Fields but this field is for the company and not available in the recordhistory dialog box.

Is there any way to do this to the Record History dialog box. If not, has anyone got any suggestions.

My problem is that I would that I want to categorize the history items later on in a crystal reports. The report will be History by Company with the history broken down into categories by this field I want to add.

I'm using Act!2005 Premium.

Any help/ideas greatly appreciated.

Thanks
Gordon
 
This is not an option.

Why not use the Regarding or the History type?
You can also use Groups and associate the History with specific group

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust
 
Hi Mike,

Thanks very much for your quick reply.

Can I add extra choices History Type field. I only get certain choices and it doesn't look like I can type in the box.

If not, I can add to History Regarding however how do I get the entry I type to always be available in the drop down list?

Thanks
Gordon
 
You can add extra Types if you have the Premium versions of ACT!

The Regarding pull-down depends on the Type for the history

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust
 
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