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History Preferences

The History panel reports on all Contact Histories in the ACT! database.  The History Preferences filter allows the histories to be filtered by:

1. Date Field to be used in Date Filter:
   • Create Date
   • Edit Date
   • End Date (Cleared Date)
2. Start and End date.  These dates can be absolute (i.e. 1/1/2009) or relative (by using the keywords in the dropdown.)  Relative dates can also be customized, as described in Custom Relative Dates.
3. The Regarding field of the history.  Show only histories where the words in the box are in the Regarding field.  Separate each word with a semicolon for more than one.
4. Any combination of History Types. Cleared Custom Activities are automatically added to this list.

The History Panel will show the fields for each: (See List View for how to add these fields)

• History
• Contact of the History
• Company of the related Contact
• Group of related Contact

From the History List View, right clicking an item allows the following functions:

• Email History
• Update Fields:  Allows a Replace, Add To, or Remove From text from selected fields.
  (screen shot)
• Delete History
• Go To Contact: Go directly to the Contact Detail view of the selected history

The right clicking feature can be applied to multiple selected items.

See also