04-14-2008 08:03 AM
04-14-2008 11:09 AM
04-14-2008 11:17 AM
04-14-2008 06:22 PM
Thanks - so far...I now see that I can use the task list - and see all the calls, meetings etc that I need to make......and in activities I put activities to myself (and they easily show up in a report) wen in my record - I put notes...they show up under my record - but do not show up when I create a 'note/history' report ...
Is there a way that I can make a report on that task list? (that, combined with my activity report) would show my employer all the items I have worked on for any given period)
I have 2 more questions that if answered I think I will be rolling nicely with ACT 10 Prem...
1.How do I create a report, that has the items from my task list?
2.How do I create a report that shows my notes??
Again - Thanks to all in advance (should I post seperatly for these questions? - I will try)
04-14-2008 06:56 PM