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ACTOLEDB2.1 - SQL joining HISTORY and CONTACT

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Copper Elite Contributor
Posts: 134
Country: USA

Re: ACTOLEDB2.1 - SQL joining HISTORY and CONTACT

Is it possible to have a default report in ACT that can be filtered by history type and contact and groupded by Record manager so it wouldn't be a custom report and that you have to design using the SQL programming?  Most of my customers want to know how much time did Chris Huffman spend on a call vs a meeting vs a "custom activity type".  They don't want to see the system field changes or field changes lumped into this report.  And they don't always clear the activity to get the entry into history.  They create a new History so it's never been in the activity table.  Since we can filter History type on the detail view, can we have the ability to filter History type before a report is run?  I've wanted this for a very long timeI was thrilled when the history filtering came out in the detail view...take it a step farther and make it easily reportable.

Cindy Kool, ACC
Training Solutions, Inc