Community
Showing results for 
Search instead for 
Do you mean 
Reply

History filters for Company Summary Report

Silver Elite Contributor
Posts: 3,353
Country: United_Kingdom

History filters for Company Summary Report

Anyone know if it would be possible to apply history type filters to this report in ACT! 2011, beyond the regular History/ Email/ Attachments options. I would like to be able to utilise any of the history-type filters available in the ACT 2011 history Tab.

 

For example, I would like to be able to filter out system changes.

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Silver Contributor
Posts: 1,813
Country: USA

Re: History filters for Company Summary Report

In 2011, the filters were added to the user interface, but not the reports dialog box. In previous version, you coulc not filter at all. However, to filter a report as you describe you would need a reporting add in like crystal reports or topline dash.

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