Knowledge Base
PROGRAM: dpHistory - Client Configuration

Table of Contents
Preparing Configuration
Configuration
Related FAQ's
What you need prior to configuration?
dpHistory Configuration
  1. dpHistory installed
    2. If you are upgrading dpHistory
  2. Browse to: %AppData%\Hogan Data\dpHistory 1.3
  3. After new installation, and opening Act, a new folder will appear %AppData%\Hogan Data\dpHistory 4.0
  4. Copy: %AppData%\Hogan Data\dpHistory 1.3\dpHistorySetting.xml to: %AppData%\Hogan Data\dpHistory 4.0
dpHistory Client Configuration
dpHistory Settings
  1. Open Act!
  2. Click on Tools
  3. DataPlus Plugins
  4. Browse and choose dpHistory settings
dpHistory Settings
    Behavior Settings
  1. Default Type: ChooseType (Activity Type)
  2. Choose Create Cleared Activity and History (Default)
  3. Choose Automatically Start Timer
  4. Choose Send E-Mail
  5. Choose E-Mail as Plain Text (If you're not using Outlook)
  6. Launch dpHistory as Separate Window (dpHistory will stay visible when ACT! is minimized)
  7. Click on Next >
    8. Misc Settings
  8. DockBoxOpacity: 100
  9. DockBoxOpacity: 50
dpHistory Setup
    AutoFill Editor
    Sample Data
  1. Name: Needs Assessment
  2. Regarding: Needs Assessment
  3. Details:
    Project Name:
    Time Table:
    Priorities:
    Sources:
    Cost:
  4. Click on Save
dpHistory Setup
    AutoFill Saved
  1. Click on Save
dpHistory Setup
    Launch dpHistory
  1. Click on dpHistory Icon
  2. Click on AutoFill
  3. Choose Needs Assessment
    4. Complete Phone Call
  4. Click on OK
  5. dpHistory will then
    • Create an ACT! Activity
    • Clear the ACT! Activity
    • Create an ACT! History
    • If "Send e-maiil after created" is Checked, outlook e-mail will be launched, "Regarding" and "Details" will populate the body of e-mail
  6. You can create as many AutoFill setting as you want.
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