Record To-Do

Add-on Details

Free Add-on
This add-on is provided on an “As Is” basis and any support is chargeable at the usual rates.

Applicable versions
This add-on is designed to work with the following versions.

Sage ACT! 2012 / 14
Sage ACT! 2011 / 13

This add-on may work but has not been tested on earlier versions.

Record To-Dos Utility

This utility will allow you to change the default Appointment option for history to To-Do. Applies to versions:

Note: To determine the version of the product you are using, select Help, then About ACT! from the ACT! main menu.

Who can use this utility

This utility is designed to change the Record History funtion within ACT! from Appointment (default) to To-Do as the default option. It is supplied on an “AsIs” basis and by downloading the tool you accept these conditions.

Utility Details




To-do Change History Utility

If you make a lot of unscheduled To-Do’s then having to change the default on every occasion then this utility will save you both a deal of frustration and time.

Applying the Change History Utility

    Step 1. Download the utility to your machine.

    Step 2. Save it to your desktop

    Step 3. Click HERE to download.

    Step 4. Once the download is complete double click on the utility to start it running.

    Step 5. Open ACT! and log into your database.

    Step 6. Lookup a contact you want to Record History

    Step 7. You will find that it changes the type to a To-do.

    Having utility run whenever ACT! is running

    If you want the utility to be running whenever ACT! is running then it is best if you place it in the Startup folder on your machine.

    If you want to setup this utility on a Terminal Server machine we would recommend placing the file in the startup folder of each user not the default or all users account.

    Other Options

    While the default option is set to To-do completed this can be modified for a FEE so you would then have your own custom version of this utility

    It is also possible to program to other types of Activities or even to custom activity types although this will require a remote connection to first establish the requirements. If you need more details either use the Feedback form or contact us from the Contact page.


    If you found this utility helpful then fill out the Feedback Form

Helping you turn more prospects into Customers

© Copyright 2011 4UCRM.com  All rights reserved. Last Updated Wednesday, 17 July 2013
ACT Add-Ons, ACT Software, ACT! Consultants, ACT Consultants Australia

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