05-17-2016 04:30 AM
Hello - I am trying to find a way to report on ACT "History List" (ie activities completed whether they are appointments, tele calls etc) & want to create a Dashboard that will automatically update itself to keep the team enthused.
However I have found from ACT that their inbuilt dashboards can only report on activities and not history
Does anyone know a way I could extract the data into a form of dashboard that could be automatically updated?
05-17-2016 05:31 AM
Topline Dash is able to use the history table. They have a 30 day trial so I'd suggest you give that a try.
05-18-2016 03:27 AM
Check out Impact Suite.
It's dashboards are build into the native ACT dashboard system. Impact even extends that functionality with 'in-line' dashboards. Dynamic filtering is now available in 7.1
In-line dashboards: Read More
Dashboards: Watch video
Dynamic filtering: Watch video
Easy to user and set up in minutes. Download page:
-- Jim Durkin