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Modifying History Summary Classic

New Member
Posts: 4
Country: USA

Modifying History Summary Classic

Does anybody have any ideas on how I might modify the existing History Summary Classic to count "Left Message" instead of "Attempted Call" and "E-mails Sent" instead of "Letters Sent". I understand that this is a "canned" report, but is there a way to get to the counting function and just redirect which item in History it's counting?

 

Thanks.... New Act! Premium User... Tom

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Modifying History Summary Classic

The History Summary Classic report is very complex but the type of modification you want is fairly easy. the problem is knowing where to make the changes.

 

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

 

Full disclusure I wrote the reports chapters of the book.  The report chapters work for all version of the ACT! program since ACT! 2007.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: USA

Re: Modifying History Summary Classic

Sweet... thanks!

New Member
Posts: 4
Country: USA

Re: Modifying History Summary Classic

I am using Sage ACT! 2013 Premium (cloudbase) version. Will this manual be relevant to the new version as compared to 2011? I know the MS Access 93-97 material is in no way relevant to the 2011 version. Do you offer a return policy if I purchase and cannot utilize this material?

Copper Contributor
Posts: 61
Country: United States

Re: Modifying History Summary Classic

So even though it says ACT! 2011, you are saying it will work for 2013 Premium?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Modifying History Summary Classic

Yes,I have report templates that I created on ACT! 2006 that work on ACT! 16.

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