Request to have notes older than 6 months appear in Activity tab.
I am just following up on previous inquiries on the status of this request.
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Offizieller Kommentar
Hi Amy,
Thanks for resubmitting the request. I had passed the request to the development team but have not received a eta on when it will be added to Act! Essentials. Please check back to the Product Announcement portion of the community to see when new features are added.
Thank you,
Brittany RobertsAktionen für Kommentare -
Hi Amy,
We can not guarantee what changes will be made to the Act! Essentials account as it is determined by the development team, the feature plan can also change depending on other business factors. Updates are applied to Act! Essentials accounts every 2 weeks, it may be a change that has been edited on the back end or a much larger project change for a large feature such as Opportunities.
Thank you,
Brittany Roberts -
Hi Amy,
I have been advised that the request is being under review and added to the development backlog. There is not a set date or time for when this request will be fulfilled. Please check back to the Product Announcement portion of the community to see when new features are added.
Thank you,
Brittany Roberts -
Not an answer but a further question, I have been using ACT! Essentials now for a little over 6 months and discovered this 6 month limit on contacts today! I used my first contact logged in ACT! to bring forward information from my notes and not having them readily available makes preparing for my calls more tedious than it should be. I would suggest there at least be an option you can select to view previous contacts older than 6 months even if it is not the default view.
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Hello,
I wanted to update this thread as we now have an option to view past activities more than 6 months past. Please review the knowledgebase article listed below
https://actcloud1.zendesk.com/hc/en-us/articles/210118363
Thank you,
Brittany Roberts -
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