Introduction: Tony Holowitz, an experienced Act user and consultant, brings us another enlightening tutorial, this time focusing on the often overlooked but highly valuable “History List” feature in Act. As we delve into this feature, Tony emphasizes the importance of inputting accurate data to obtain meaningful insights from Act. This tutorial will equip you with the knowledge to navigate the History List effectively and make the most of its functionalities.

1. Meet Tony Holowitz – Your Act Guide: Before we delve into the intricacies of Act’s History List, let’s take a moment to get to know Tony Holowitz, a seasoned Act consultant. With his extensive experience and expertise, Tony is the ideal mentor to guide us through this feature and help us harness its potential.

2. Understanding the History List: The History List in Act provides a chronological record of all activities and entries made in the database. Tony introduces us to the concept of “Garbage In, Garbage Out” (GIGO), emphasizing the significance of entering accurate data to obtain valuable information from Act.

3. Accessing the History List: Located on the left-hand side of the Act interface, the History List offers a comprehensive view of all database activities. Tony demonstrates how to filter entries by dates, types of activities, and specific users, allowing users to focus on relevant information.

4. Navigating the History List: Tony likens the History List to a Microsoft Excel spreadsheet, explaining that users can click on column headings to sort the entries alphabetically or reverse the sort order. He also showcases how to customize the columns displayed and rearrange their order according to individual preferences.

5. Utilizing Activity Types: One of the key strengths of the History List lies in its ability to filter entries by activity types. Tony illustrates how you can selectively view specific activities, such as calls, call attempts, completed calls, messages, and more. This feature can be invaluable for sales managers and business owners seeking to monitor staff activities.

6. Deciphering the Information: While the History List provides a wealth of information, Tony acknowledges that interpreting this data can be challenging and time-consuming, especially for small businesses. Nevertheless, he encourages users to explore the feature and gain insights into their database activities.

Conclusion: Thanks to Tony Holowitz’s guidance, Act users now have a comprehensive understanding of the History List feature. By diligently entering accurate data, users can leverage this tool to gain valuable insights into their database activities. Whether you’re a seasoned Act user or new to the platform, exploring the History List can enhance your data management capabilities and provide valuable business intelligence.