Hello, I frequently use a slightly modified version of the sales pipeline report in Act 6.0. I would like to add in the most recent history (whether a note, meeting, call, or whatever) entry for each contact in the lookup. Specifically the "regarding" field. Can that be done easily? In modified the report template, I tried adding in the "regarding" field from the notes/history tab and the most recent reach tab and received blank spaces for an output. Any ideas? Thanks
What you want can't be done with the ACT! 6 reports. Nor can you do that in the later versions of ACT! with the pipeline report. Thought I have been able to create a Notes/History report with he later versions of ACT! that will only print the most recent entries.
Roy Laudenslager ACT! Certified Consultant Techbenders firstname.lastname@example.org