09-15-2016 03:03 AM
09-15-2016 02:53 PM
Excel can't be used for that. You could use a report but it would be a complex template to create. I assume that you actually mean History rather than Note but the same applies to both. If you want a history or note specific to the company record you would need to use a third party report editor because the ACT! reports includes all the history and notes for all the contact connected to the company as well as the ones specific the the company record. In either case isolating the most recent history or note requires significant script programming to make that work. I did create an ACT! contact report that included the most recent Call, Meeting, or Todo history along with the most recent note.