Record Manager Report - Is it Possible?

[JasonD]

Hi all

Is it possible to generate a report that shows the activity of a record manager, ie: Notes, activities, history

basically for compliance purposes i need to ensure that client records are being update and that the quality of the records is compliant

Thanks

Jason

[Roy_Laudenslager]

Do you want activity counts? Do you need details? Contact dates?

[JasonD]

Details of the note would be great so i can check compliance

[Roy_Laudenslager]

Have you tried the standard ntes/history report?

[lbspecialtywealth]

I also would like to get a record manager report.  Our update of ACT is not syncing with our version of Outlook so we have to revert to the old version and all of the activity with our contacts for the last 3 days will be lost.  I need to figure out a way to print a report of everything I have recorded with the contacts I have dealt with.  I am wishing my job was not paperless..

[Gary W]

Hi lbspecialtywealth,

Try the reports titled "Notes - Histories", and set a custom date range to cover the last 3 days.
Remember to uncheck "Exclude 'My Record'" so your report data is complete for all users.

[Roy_Laudenslager]

To get all of a record managers notes and history be sure to set the general tab filter to All Users and the notes and history filters to the specific user.

[pregen]

This article I wrote is a bit dated but still applies.  It's all about the lookup prior to running your Notes/History report as alluded to here in posts. http://www.egenconsulting.com/notes-and-history-report-in-sage-act-are-you-working-too-hard/