04-11-2011 07:39 PM
I desperately need to create a report. I've tried everything from creating from scratch to editing an existing template. I'm pretty sure my issue is that I possibly need to create subreports but I'm not familiar enough with them to do so quickly.
The report I need is a list of ALL contacts assigned to each sales rep/group and in that report I need to see the last time anything happend with that contact. The issue that I am running into is that I can't find ONE field that will give me what I need. I've tried running a report with last reach, last attempt, etc. and yet if there was an activity that was created post the last reach or last attempt, it will not show up.
What I need is a report that will show the latter of any activity/history on any contact.
Company Contact City State Last Contact
It's the 'last contact' field that I'm having issues with. If a customer has a history logged on 03/15/2010 and an activity 04/21/2011. I need to see 04/21/2011 as the last contact. If a contact has various dates with history and various activities logged, I need the latest contact of all of those fields to pull into the 'last contact' field and if no contact at all, I need the last contact to remain blank.
Anyone have any suggestions for a girl in need??? Thank you in advance!
04-11-2011 10:36 PM
I'll be very blunt, hire someone to create the template for you. To do what you want requires sub-reports and very advanced Visual Basic program scripts. At one time I would have said it would be impossible with the ACT! reports but I actually figured out the programming.
There is a third party book with comprehensive training information on the ACT! reports, here is the link.