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Notes report for Companies for one specific Record Manager

New Member
Posts: 8
Country: Canada

Notes report for Companies for one specific Record Manager

[ Edited ]

Hello,

 

I have one record manager who put all of their notes in the notes tab of companies, and not in the notes tab under contacts.  What I need to know is how can I run a report that will get me all of the notes that this person entered under any company listed in companies.

 

I don't need to copy the notes to the individual contacts, but just get a report so that we can see the information entered.  The record manager will then continue from this point onwards to enter the information in notes under contact and not companies.

 

I hope that this makes sense!

 

Thanks...

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Notes report for Companies for one specific Record Manager

If I understand what you want correct I don't believe there is any way for that to happen.  To get what you want the note (or history) would have to be linked to the contact in the contact table. However without that link there's no way to identify the contact it's intended for. You could isolate the notes within a company by the record manager but that still won't connect them to a contact record.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Nickel Super Contributor
Posts: 397
Country: USA

Re: Notes report for Companies for one specific Record Manager

That's just an idea, maybe works...

 

1. Reports Menu

2. Company Reports

3. Company Summary

 

General Tab:  Preview - All Companies (Or a special company)

Note Tab:  Notes - Date Range: All  -  All USers

 

Click OK

 

You can print or save as ... (Excel - Word - PDF)