01-17-2013 11:53 AM
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
01-17-2013 02:19 PM
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.
Full disclusure I wrote the reports chapters of the book. The report chapters work for all version of the ACT! program since ACT! 2007.
01-21-2013 03:17 AM
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?
10-23-2013 09:05 AM
Yes,I have report templates that I created on ACT! 2006 that work on ACT! 16.