12-20-2013 01:20 PM
SAGE Act! Premium 2013 Version 18.104.22.168 English Canada
I created a new History Report that includes ONLY Company and History (Date and Regarding & Details).
I need the data sorted by Company or History Date, how can I get it that way?
Is it possible to generate a lookup from the History Report?
12-20-2013 02:46 PM
No to creating a lookup from a report, you can run a report for a lookup but not the other way around. Also no to sorting my the history date except within and individual dontacts history. Sorting my company should be possible but I would need to see the report structure for a final answer.
12-21-2013 10:53 AM
I will give a conditional yes answer to your question. I have a teport that reports only the most recent Call Completed, Meeting Held, Todo Done and Note for any date range. However creating the template involved imbedding extensive VB script programming and directly modifying the template XML code.
12-23-2013 05:22 AM
Thank you Roy.
I hope software developers will think about this in the future.
For my purposes is not useful at all sorting by contact.