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ACT 9.0 Notes sorted by Company Name?

New Member
Posts: 3
Country: United States

ACT 9.0 Notes sorted by Company Name?

[ Edited ]

Currently, if I print Notes, it is alphabetized by contact name (last name unless I only have first name). Is there a way to setup so that it sorts by Company Name instead?

 

This is from default Notes/History report. It already shows the company name to the right of contact. I need to know how I can edit this report to sort by company name and then contact. Do I need to create a new report, can I edit default? How?

 

thanks

Message Edited by reisb on 09-02-2008 09:57 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT 9.0 Notes sorted by Company Name?

New Member
Posts: 3
Country: United States

Re: ACT 9.0 Notes sorted by Company Name?

I made a mistake on what I was trying to do.

 

I would like to edit "Notes/History" report and sort by Contact Note Date. That way if I run last month report, I have all my notes from August 1 through August 31 in order.

 

It looks like I have to somehow have similar setup to current Notes subreport as the main report.

 

Also, when I sorted by company name, there seemed to be much more blank space between companies than in current Notes/History report, which had all notes (by contact name) with equal spacing and minimal pages used.

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: ACT 9.0 Notes sorted by Company Name?


reisb wrote:

 

I would like to edit "Notes/History" report and sort by Contact Note Date. That way if I run last month report, I have all my notes from August 1 through August 31 in order.

 


 
That can't be done with the ACT! report generator. 

 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: United States

Re: ACT 9.0 Notes sorted by Company Name?

Can't? Awful!!!