08-16-2012 07:03 AM
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.
It would be
08-16-2012 08:30 AM
No. The Notes and History are stored in two separate database tables and to place them in a report the require separate sub-reports.
08-16-2012 11:57 AM
08-16-2012 01:20 PM
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.