How to link company history table with company table ?

[paulyeo11]

Hi All,

I have waiting for ACT 2009 for about 6 month , as six month ago some one told me ACT 2008 is not possible. to using thrid party report write to access activity database table.

Now i have already install ACT 2009 , I need help on how to link the company history table with company table and contact table.

Reasons :- i need to generate sales staff visiting report. where it show how many meeting each of the sales staff have make ?

Paul

[paulyeo11]

Related to this question . Can some one tell me :-

Report on Activities ( meeting activity ) it is  exposed in the ACT! OLEDB Reporting Provider 1.0. ?

I am using ACT 2009 ver 11.

Paul Yeo

[Tdavis]

Act 11 comes with the act reader in the program files directory.  this will give you read access to all the tables in sql.

Tom Davis

[paulyeo11]

Hi Sir,

Thank you for yr reply.

it is possiable to give me more info how to go find the doc for how to do ?

Do i still need to link the table manually ?

Paul

[paulyeo11]

Hi All,

After run the ACTREADER , i manage to access many table file name start with CTL and TBL.

Can some one tell me which is the table provide the activity ID , so that i can link the variable .

My objectives is to  :-

1) Get the report on sales activity report .

2) That able to link to activity to company name and contact person.

Hope some one can help me.

Paul

[paulyeo11]

Hi Sir, Thank you for info me ACT READER is come with ACT ver 2009. 

Can some one give me more information , how to use ACT READER to access activity table ?

it is using ACT READER uility , i can see all activity file extension start with G ?

Paul Yeo

[Tdavis]

Hi Paul,

All activies are stored in TBL_Activity, the user ids link to users in TBL_Users.

Tom

[paulyeo11]

Hi TDavis ,

Thank you very much for reply my question , it help me a lot. 

May i know that it is true that once i install the ACT READER software , i will be able to use OLE to access the TBL file you mentioned ?

just to confirm , does it mean that once i can access the TBL_Activity file and TBL_user file , meaning that i am able to export all the information like using the ACT program in the TASK TAB ( on the right ). and i can see all the task list , and when i click mouse export to excel. ( after i select the user name )?

Hope you can share with me.

Thank you for your help.

Paul

[Tdavis]

Hi Paul,

Yes, however all activities are stored in tbl_actvitiy whether they are cleared or not, if you only want uncleared activities you have to find the ones NOT in tbl_accessor_activity_cleared.

Tom

[paulyeo11]

Tdavis,

in the pass i only can export all the clear activity from act to excel , and analysis the data using QlikView.

now with the ACT READER , i can access the activity data directly using Qlik view , am i right ?

sorry for keep asking the same question, because i am very excited to comfirm this.

Paul