Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: 2010 and later
Histories record interactions with and actions taken for a Contact, Company, Group, or Opportunity. History items are recorded chronologically by the date the action was taken.
Some History is recorded automatically. For example:
- When you clear a scheduled Activity in Act!, history will automatically be created for the contact it was scheduled with
- Sending an email message to contacts in the database (if email preferences have been configured
- Changing data in a field
- Creating an Opportunity
History can also be manually recorded if you need to document an action that occurred, such as an unscheduled call from a contact, or when you print a letter.
Each Detail View has a History tab. The History available depend on what Detail View you are in:
- In the Contact and Opportunity Detail views, the History tab contains all Histories for the Contact or Opportunity
- In the Group and Company Detail views, the History tab contains all Histories shared with the Group or Company as well as all Histories for contacts that are members of the Group or Company
For more information about manually creating Histories, refer to the following knowledgebase article:
How to manually create Histories in Act!