02-27-2014 08:10 AM - edited 02-27-2014 08:20 AM
Can you set up a daily report in act to automatically send out an email of a daily record of teams notes and history log? Currently We run the notes report then save it as a PDF and email it to our boss so she can see what we have done for the day. BUt could this be set up to run automatically for us at a certain time of day on its own?
I am on a shared drive and believe it operates off windows 8. We are using the newest version of ACT! premium as well
02-27-2014 03:15 PM
As Mark said, Topline.
We also use Stonefield Query for a number of our clients, the ability to do complex SQL queryies, the visual query builder, the options to schedule the report to send to email/folder in various formats, all tasty goodness.
03-01-2014 11:30 AM - edited 03-01-2014 11:31 AM
You can also use Impact Report Designer v5.
Read more: About Impact Report Designer
Watch video Impact Report Designer Video
Runtime version only $49.
Hope this helps
-- Jim Durkin