01-21-2013 02:57 PM
I'm using ACT Premium 2011 Ver. 126.96.36.199 Hot Fix 6. I amd trying to run the notes history reprot on an outside sales rep from last month. When I run the report, it only picks up once contact that she has notes on instead of the 10+ entries she has. Has anyone else encountered this problem with ACT not printing the report the way it should?
Thanks for your help.
01-21-2013 03:00 PM
What user filter settings are you using? Should be all users on the general tab and the specific user on the Notes and History tab.
01-22-2013 07:57 AM
What date range settings are you using on Notes and History? Perhaps try all dates.
01-22-2013 08:19 AM
Last month would be December and Current month would be January. Which month did you want?
01-22-2013 09:50 AM
Try setting the date range using the custom settings rather than the Last Month from the dropdown.