12-29-2011 01:18 PM
Having a tough time trying to find a solution.
We have implemented Premium 2011 and are attaching PDF's under Contacts, then the Documents tab.
I am trying to build a simple report that lists these by contact and then group. The hierarchy is not the issue, but finding the right field code like [C: Contacts] to use when building the report.
I have heard attachments described by Sage as attachments, documents, and our third-party implementation consultant called them "library documents".
Thanks for any guidance!
12-29-2011 01:33 PM
You won't be al;e to do that with the ACT! reports.
12-29-2011 01:48 PM
Hi - was just playing with one of the stock reports: Notes - Histories.
It is pulling up the file attachment names, which is what I am after, just trying to isolate that as a report.
Seems to use
When testing the report, when I use the wizard, and select Preview, All Users, All or Past for the date range, and then turn on all tick boxes for Notes and History it will pull the file attachment names as well as any notes and system history updates to the contact.
If I do Preview, All Users, and only turn on the tick box for Attachments, All Past I get a single blank page as output.
If I can get it to just pull the file attachment names by contact, I'd be set.
12-29-2011 01:52 PM
THere is not a built in application or report in aCT that generates a history or list of just documents. You would need a third party reporting solution. The only two which I think would work would be Crystal Reports or Stonefield Query.