08-22-2013 10:08 AM
Does anyone know if there is a way to tweak the activity report so that each activity will only show up once? I'm struggling with an activity scheduled for a husband AND a wife (one activity but two associated contacts) basically being repeated on the report as it shows up first under the husband and then under the wife. Ideally I would like this activity to only show under the first contact listed. Does anyone know how to make this happen?
08-22-2013 10:37 AM
Working as designed. The report editor goes by what is in the database. With an activity linked to two users it will show up for each user. There's no logical filter that would stop that from happening.
08-22-2013 10:54 AM
As Roy mentioned, this is how ACT! works out of the box. There are several 3rd party reporting tools that could probably handle this.
3rd party tools = spending more money though.
08-22-2013 01:02 PM