01-18-2011 11:48 AM
I have a question in regards to running a report within ACT to acquire information related to contacts. I want to run a report that provides me History results based off of a range of time. The goal with this report would be to see when was the last time a contact was contacted by means of email or phone call. The information that I want to find is under a contact's business call, choosing the "History tab" and the information to filter by is under "Result." Is there a possible solution for this and if so, I would appreciate any help that can be provided?
01-18-2011 12:10 PM
Possibly. There's a report in my custom report package that will list only the most recent call completed, meeting held, tTodo done and note for a specified date range.
01-18-2011 02:46 PM
Check the attached PDF.