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search or report by change in contact record

Copper Contributor
Posts: 74
Country: United States

search or report by change in contact record

hello,

 

Is there any way  to create a report or search for the records in a group (or just in the database) which have been changed in the last day (or whatever time period)?

 

Ideally, I'd like a report to kick out if there has been new history added, new note added, new opportunity added, etc.

 

possible? i assume so - but how?

 

thank you

 

Silver Contributor
Posts: 1,813
Country: USA

Re: search or report by change in contact record

Would need a 3rd party reporting tool like Crystal Reports for this. Let me know if you need assistance with this.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 74
Country: United States

Re: search or report by change in contact record

bummer, i figured as much - i was hoping for something easier

 

i do have crystal reports already (it came with peachtree)

 

i suppose it's a huge PITA to get CR to talk to ACT?

 

maybe i should just get into the SDK

 

thank you

 

Silver Contributor
Posts: 1,813
Country: USA

Re: search or report by change in contact record

IT's not that hard.  and certainly easier than the SDK.  Give me a day or so, I'll put a how to video up at blog.acttrainer.com

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 74
Country: United States

Re: search or report by change in contact record

sweet!

 

thank you so much!

 

 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: search or report by change in contact record

YOu can actualy do it with the ACT! reports because you first create the lookup of the records that hve changed. You can do that using Lookup | Contact Activity.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 74
Country: United States

Re: search or report by change in contact record

that is great, thanks

 

is there any way to show what changed?

 

 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: search or report by change in contact record

Not really.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 74
Country: United States

Re: search or report by change in contact record

ouch

 

by saying not really, do you mean not really with basic ACT?

 

has anybody else done it?  with the SDK?  or with some other third party software?

 

do you, roy, disagree that crystal reports can do it?

 

thanks again

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: search or report by change in contact record

The not really come from it is possible to make fields history fields and the change would be captured that way. However, you wouldn't want to make all fields history fields. For synchronization purposes each change is time and date stamped somewhere but to my knowledge that information is only available internally for synchronization. In you case, the main difference between the ACT! reports and Crystal is that the filters could be built into the report itself while for the ACT! reports you would need to create the lookup in advance.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129