How to use the History List in Act!

Question:
How do I use the History List in Act!?

Product Details:
Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: v16 and later

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Answer:

Note: The columns in the History List can be customized to show more or less information. You can filter the following areas: Users, Type of history, Date, and Keywords. Please see Answer ID: How to customize List View columns in Act!

Filtering History

1. Click History List in the Navbar to bring up the History List
2. At the top of the screen, click the drop-down for Dates and select the date range for which you wish to display
3. Click the Drop-down for Types and select the types of history you wish to display
4. Click Select Users and choose the users you wish to display history for
5. Click OK

Searching History by Keyword

1. Click History List in the Navbar to bring up the History List
2. At the top of the screen, enter your search terms into the Keyword field and press Enter

Exporting History to Excel

1. Click History List in the Navbar to bring up the History List
2. Filter the history as necessary
3. Click Tools > Export to Excel

Creating a Lookup from History

1. Click history List in the Navbar to bring up the History List
2. Filter the history as necessary
3. Select the history or histories you wish to look up contacts for
   
   Note: To select multiple histories, hold down CTRL on your keyboard as you click each one
   
   
4. Depending on whether you are accessing your database through the Act! for Windows program, or via web browser:
   
   • Accessing through Act! Program: In the upper left corner of the list, click the Magnifying Glass (Create Lookup) icon to look up the contacts associated with the selected histories
   • Accessing via web browser: In the upper right corner of the list, click the Magnifying Glass (Create Lookup) icon to look up the contacts associated with the selected histories