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Notes.History Report Merge

New Member
Posts: 2
Country: USA

Notes.History Report Merge

Using the reports tab, we have the notes and history reports for a client. It lists them all out, first the history and then the notes. Is there a way to merge the notes and history so that they are in chronoligcal order and not two seperate lists.

 

Instead of

 

History

1/2/2012

3/5/2012

Notes

1/4/2012

3/6/2012

 

It would be

 

Notes/History

1/2/2012

1/4/2012

3/5/2012

3/6/2012

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Notes.History Report Merge

No. The Notes and History are stored in two separate database tables and to place them in a report the require separate sub-reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Silver Contributor
Posts: 1,813
Country: USA

Re: Notes.History Report Merge

This could be done with Crystal Reports.

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Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 2
Country: USA

Re: Notes.History Report Merge

Can you explain?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Notes.History Report Merge

Crystal Reports is a third party report editor that can access the ACT! database to generate reports. You would need to buy a copy of the Crystal Reports program to create the report template or hire some one to create the template and than buy a runtime program like Crystal Clear Provider to be able to run the report. If you haven't used Crystal Reports, it has a significant learning curve and the report you describe would require very advanced Crystal Reports skills.

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