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Act 6.0- Most recent Note/history in report

New Member
Posts: 1
Country: USA

Act 6.0- Most recent Note/history in report

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
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Act 6.0- Most recent Note/history in report

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
royel@techbenders.com