09-12-2011 06:32 AM
We currently use ACT! Premium 2011 in a workgroup. We wish to have a management reporting function that will give the sales manager a nice, short and succinct weekly sales activity summary report about each salesperson. Our problem is that ACT! is linked to our MS-Outlook and many customer contacts are done via email, so the Notes/History ends up huge because of the emails, therefore making the Notes/History report too big to be usable. Should we shut off the link between ACT! and our email so that we can make manual Notes for a nice short report, or is there some other facility that ACT! has that we could use? Note, we are aware of the "Last Results" etc. fields that are available, but these only hold the most recent piece of info and we really want to see the ongoing activity.