Community
Showing results for 
Search instead for 
Do you mean 
Reply

Sort order for Notes/History Report

Copper Contributor
Posts: 31
Country: United States

Sort order for Notes/History Report

I created a New Report Template using the Notes/History Template. I did not change anything. I simply want to change the order that the records are sorted. It sorts on Contact Last Name. I would like to sort by Date.

 

can this be done - if so how? I can't see how to do it.

 

Thanks.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Sort order for Notes/History Report

I assume that you mean the date of the Notes or History rather than grouping the Notes and History by contact. If so, that can't be done.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 31
Country: United States

Re: Sort order for Notes/History Report

Thanks Roy. What I would like is some way to get a list of things sorted by date. For example, one thing would be "show me all calls by this user sorted by date/time". Another might be "show me all notes or history by date".

 

Is there a way to do that?

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Sort order for Notes/History Report

No, not with the ACT! reports.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129