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New Member
Gregb
Posts: 6
Registered: 07-21-2009
Accepted Solution

Lead History in 7.2.2

In 7.2.2 the leads system appears to support notes/history. The history table has a field for leadid.  The lead system has a notes/history tab.

 

However, when trying to actually insert a note/history/completed activity it will not record against the lead.  Right clicking in the nots/history grid shows "Add Note" disabled.  Same from the insert menu. Completing a phone call shows no way to associate the lead and it isn't done behind the scenes.  Tried all this as both a regular user and admin.

 

I was a former SLX consultant for 5 years so I'm a bit embarassed to ask such an obvious question.  My only defense is that changed jobs right around the time that the lead system was released.

 

Thanks for any help.

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Bronze Super Contributor
AdamTravers
Posts: 332
Registered: 03-24-2009

Re: Lead History in 7.2.2

The functionality is not available until v7.5

 

 

Regards, Adam Travers
empath-e Services Limited
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Gold Super Contributor
RJLedger
Posts: 2,234
Registered: 03-19-2009

Re: Lead History in 7.2.2

It's possible to "enable" some of this functionality. We did it for a couple of clients. 
--
RJ Ledger - rjledger@rjlSystems.net

".. Stay Focused..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
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