Act! History - Press CTRL-H

The easiest way to record a phone conversation in Act! is to lookup a contact record and press CTRL-H.

History allows you classify what happened, and it can start helping you or your sales manager tally how many calls or meetings or presentations you made this week. For Act! 2011-2013, this free tool resets Act! so CTRL-H defaults to “Call Completed” not “Appointment Held”. With v18, you can customize the activity type and result.

With v16+, you can create reports using the “History List” view without using another app or wasting admin time compiling additional reports.

Act! History Screen Shot
Act! History icon.
Act! History List View
Quickly see what you or you team did by any date or any history type.
Change default Act! history entry preference