Introduction

Welcome to another insightful tutorial by Tony Holowitz, an expert at 365 ACT Tips and Tony the Teacher. In this session, Tony introduces the remarkable new feature in ACT 16 called the History List. Discover how this feature can revolutionize your data management experience and provide valuable insights into your ACT database.

1: Understanding the History List

1. Introduction to the History List: Tony introduces the History List, a powerful tool located on the toolbar’s left-hand side in ACT CRM. Clicking on this feature provides users with a comprehensive list of all events and actions that have occurred within the ACT database.

2. Navigating the History List: Tony explains how users can filter the information displayed on the History List. Users have the option to view all dates or apply specific date ranges, such as the last 30 days, for a more focused perspective.

2: Customizing the History List

1. Customizing Columns: Tony demonstrates how users can customize the columns in the History List. By resizing and dragging columns, users can tailor the view according to their preferences, ensuring a seamless user experience.

2. Filtering by Type of Information: Users can selectively view specific types of information by utilizing the plus sign checkboxes. Tony explains how this feature allows users to focus on the data most relevant to their needs.

3. Keyword Search: The History List also features a keyword search functionality. Tony demonstrates how users can use this search to filter results based on keywords found in the “Regarding” field.

3: Enhancing Data Visibility with Lookups and Filters

1. User Lookup: Tony highlights the user lookup feature, which allows users to filter information based on specific users within the ACT database. This feature streamlines data visibility for users who wish to view only selected users’ actions and events.

2. Creating Lookups: Tony shows how to create a lookup for a specific contact within the History List, providing users with a fast and efficient way to access related data.

4: Caution on Editing Histories

1. Resisting History Edits: Tony emphasizes the importance of not editing histories without due consideration. He advises against this action and suggests turning off the option to edit histories to maintain accurate records.

Conclusion

With the History List feature in ACT 16, users can access a wealth of valuable information at their fingertips. Tony Holowitz’s expert guidance ensures users can make the most of this new tool, optimizing data management and gaining deeper insights into their ACT CRM database.

Unlock the Power of ACT CRM with Tony Holowitz’s expert guidance. Explore the History List feature and revolutionize your data management capabilities today. Thank you for joining us in this tutorial, and stay tuned for more valuable insights from Tony’s expertise.