10-28-2009 01:44 PM
Hello group, we're just getting started with ACT across the company we're having trouble with reports. We simply run the canned Notes/History Report and it's coming up blank.
It seems that if I run with the option "Create Current Report for" Current contact, then choose records managed by "John Doe", the report works. But If I run with Current Lookup or All Contacts the report returns empty.
Any ideas? This is very frustrating as this is a new installation and there are many records and these simple reports aren't working correctly.
11-03-2009 12:25 PM
Thanks for the reply. It turns out that I was unchecking the email checkbox and it was leaving out email history records. I misunderstood what checking that box would include. It was my fault!!