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EMAIL Headers Only in Notes/History Report in ACT!2011???

Copper Contributor
Posts: 22
Country: USA

EMAIL Headers Only in Notes/History Report in ACT!2011???

Is it possible just to list the email headers or basic info in the Notes/History report rather than having the entire eMail message appear in the report?

 

Thanks and being a somewhat novice user I do appreciate all the help!!

 

Silver Contributor
Posts: 1,813
Country: USA

Re: EMAIL Headers Only in Notes/History Report in ACT!2011???

[ Edited ]

What appears in the report is going to be what is recorded in the history. You can limit the history to just header by going to ACT, under tools, preferences, email. Go through the email setup wizzard and you will see an option for subject only.

 

If you want to keep the full history and truncate it to just the header in the report, it would require a custom reporting solution like crystal reports, but it could be done.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 22
Country: USA

Re: EMAIL Headers Only in Notes/History Report in ACT!2011???

O.K.  I made the changes in the setup wizard, but when I run the Notes/History Report the entire eMail message still shows up in the report making it 157 pages for just one week.  I need the report to only show that an eMail was sent/received to/from the contact and the eMail Subject Line.

 

Can that be done?

 

Thanks!!

Silver Contributor
Posts: 1,813
Country: USA

Re: EMAIL Headers Only in Notes/History Report in ACT!2011???

Only with addin reporting software such as crystal reports. Sorry I edited my earlier post to include that info.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 22
Country: USA

Re: EMAIL Headers Only in Notes/History Report in ACT!2011???

Thanks for the input Jon, would be a nice option to include in ACT!2012...  Your suggestion will help in next weeks report I am now only recording the header info in ACT!, but I guess I will have to go back to Outlook to view the entire message when needed...

 

Thanks again!!

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: EMAIL Headers Only in Notes/History Report in ACT!2011???

I believe what you are trying to accomplish can be done through editing of your report template.  You can set your e-mail recording options to the option that you desire for the contact, and can change the report template to only show the 'Regarding' instead of 'Regarding and Details'.

 

To change the report template:

- go to Reports menu > select Edit Template

- select the Notes - Histories template

- on the template, double click on the subreport 'Histories'

- in the Detail section of the subreport > remove the field 'Regarding and Details'

- replace with field > Type = Contact History > field = Regarding

- save the template with a new name (leaving the origin intact)

- close the editor and test run from Reports menu

 

For more information about editing report templates, visit this article: KB Article 14022

 

Greg Martin
Sage