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kerri.alexander@richardsongmp.com
Posts: 11
Country: Canada
Message 1 of 3 (262 Views)

Automated Reports

Is there a way for ACT to generate automated reports?  We are looking to review all our notes/history from the previous day every morning and were discussing that it would be nice if this could be automatically generated and possibly emailed to us every morning so that all we have to do is open the report every morning.  Doesn't take long to generate the report itself but there are 5 of us doing it and this would save us some time in the morning.  Any ideas? 

Thanks,

Kerri

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Nickel Contributor
rosevear
Posts: 173
Country: Australia
Message 2 of 3 (250 Views)

Re: Automated Reports

Ther eis an addon for this from Stonefield http://www.stonefieldquery.com/
Travis Rosevear ACC for
Act Today Australia and New Zealand
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Copper Contributor
brad
Posts: 36
Country: United_Kingdom
Message 3 of 3 (248 Views)

Re: Automated Reports

Topline Alerts we do what you need.

http://www.toplineresults.com/addons/topline-alerts
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