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Activity Report?

Copper Contributor
Posts: 60
Country: USA

Activity Report?

Hi,

 

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?

 

Thanks!

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Activity Report?

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.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Elite Contributor
Posts: 514
Country: USA

Re: Activity Report?

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.

Mark Hammer
ACT! Fanatic
Copper Contributor
Posts: 60
Country: USA

Re: Activity Report?

Thanks for the responses, both of you. We are planning to use ACT as our tickler system, and wanted to tickle for documents under husband and wife when something applies to both. We will modify our process to only link to one contact in order to clean up the report.