Act! v16 – New History View

One of the new features in Act! v16 is the addition of the History List view.  The list views in Act! are helpful as you can customize the view to show the information you wish to see and also can print or export the view to Excel.  The new History List view allows a user to see histories (completed activities) in a list format.  To capture this data in previous versions of Act! would have required building a completed task list view (which was limited),  running a report or using an add-on solution.  

So let's take a closer look at what this new view offers.  You will see the new History List is a button that appears directly in the navigation bar.
 

Controls appear below the big button icons which allow you to print, search, customize columns and export the data from the list.  Very nice indeed!  

I can use my search and filtering features to see a list of meetings held regarding a presentation.  I set the search feature to look for presentation and set the Type filter to Meeting.

 

I can now easily read through all my meeting details directly from the list view!

 

If you get hooked on using the new History List view, you may want to try TopLine Dash which provides more features like the ability to build and save multiple views.  With TopLine Dash you can also add columns to the list that are not available in Act! like the contact's ID/Status field or custom fields you have in your database.  Click on the link below to try TopLine Dash free for 30 days.