11-06-2009 11:10 AM
I want to generate a history report by Contact History Record Manager(s), for date range (usually last week) with counts of activities (calls attempted, calls completed, calls received, meetings held, emails sent, emails received, and To-dos Done) for each contact, and grand total by History Record Manager.
The Classic History Summary is close but I want more than four columns of data to count. Not sure how to search/sort by the History Record Manager.
Do we need to assign each contact a salesperson field to first sort by or do we need to change the Record Manager for each Contact to the salesperson?
Any thoughts would be appreciated.
Using: ACT! by Sage Premium 2009 (11.0) Version 18.104.22.168
11-06-2009 11:45 AM
To get the information for a record manager, set all users on the general tab when you run the report and the specific user on the history tab. You will need to run the report once for each user.
The History Summary Comprehensive report in my package of custom reports provides tracking on eight history types.