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Calculate or cumulative question

Copper Contributor
Posts: 37
Country: USA

Calculate or cumulative question

Need some advice or direction for 2011 Web based

 

In contact screen, I have a Date field. This field tells me the last date that a salesperson visited this particular contact.

Is there a way that I can have that field store the dates? In other words, if we visited this account 5 times this year, I could run a report showing that we visited this account on these 5 particular dates.

 

Thanks

Doug

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Calculate or cumulative question

Hello Doug,
Unfortunately, when that field is updated the data is overwritten. However, if the salesperson is putting the meetings on the calendar then clearing them when complete, these dates should be recorded in the contact's history and can be included in a history report.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.