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History date filter....Is it possible

Copper Contributor
Posts: 37
Country: USA

History date filter....Is it possible

Greetings oh all knowing one!

 

I have a history report that I would like for it to show ONLY the most current history. The custom range dates won't work because I may have 3 history dates in 4 days but need to run report for the past say 6 months.

 

Thoughts?

 

Thanks

 

Doug

 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: History date filter....Is it possible

My custom report backage has a version of the Notes/History report that prints only the most recent Call Completed, Meeting Held, TodoDone and Note for any date reange for each contact. Would that work?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 37
Country: USA

Re: History date filter....Is it possible

It should. Please advise

Thanks

 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: History date filter....Is it possible

Please check your private messages, upper right corner of the screen.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129