08-15-2008 12:05 PM
I am making a Report and I want to put the Date of the Latest Note in the report. I am inserting a Field - going to the Notes/History section where I see a date field - but I put that in and nothing shows up when I view the report. I tried to make it a Summary Field Type with maximum thinking maybe that would use the latest date - but It doesn't allow me to do that.
08-15-2008 01:19 PM
08-18-2008 05:52 AM
08-18-2008 07:59 AM
08-18-2008 09:28 AM
That's too bad - I'll just have to do it the other way - Change Field 10 to Last Contact - and they'll just have to remember to enter the information manually.
Can't imagine why this wouldn't be a common report already though - Seems like an important thing to be able to know when all of your Clients were last contacted - otherwise someone might not be contacted for ages, and slip through the cracks / find another resource for what you are providing them.
08-18-2008 09:59 AM
08-20-2017 03:33 AM - edited 08-20-2017 03:35 AM
Still working on this report!
I don't seem to be able to Add a summary sorted by Section to the out of box Notes/History report.
I have added "Summary of Notes/History sorted by Date/Time field" (tried both Above and Below)
But the only option to Sort is a list of all the contact field names, I cant seem to be able to see a "Sort by Section" option. The Sort order is always Company.
Thanks in advance.
08-23-2017 02:39 AM
Still struggling with the Notes/History Sort by time .rpt
I've got the stock Act! v6 NotesHist.rpt with
Summary of Contact
I right click on Notes/History > Add > Summary sorted by > Date/Time OK (only "Allow section to break across multiple pages" ticked)
Then I have an option "Above" and "Below" have tried both options but report still sorts by Company.
Any help much appreciated