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Record Manager Report - Is it Possible?

Copper Super Contributor
Posts: 478
Country: Australia

Record Manager Report - Is it Possible?

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

 


Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Record Manager Report - Is it Possible?

Do you want activity counts? Do you need details? Contact dates?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Super Contributor
Posts: 478
Country: Australia

Re: Record Manager Report - Is it Possible?

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

Jason Dawson Financial Planning
Brisbane | Australia - JDFP Home Page

Act Ver - Act! Premium Version 17.1.169.0, Hot Fix 3
OS - Windows 7 (stand alone machine)
MS Office - Enterprise 2007
Phone - Samsung Galaxy s6
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Record Manager Report - Is it Possible?

Have you tried the standard ntes/history report?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 1
Country: Canada

Re: Record Manager Report - Is it Possible?

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..

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Record Manager Report - Is it Possible?

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.
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Record Manager Report - Is it Possible?

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.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Contributor
Posts: 1,276
Country: USA

Re: Record Manager Report - Is it Possible?

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/

Patricia Egen
Certified ACT! Consultant, Trainer, Developer
www.egenconsulting.com
(423) 875-2652

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