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ACT v 10.0 - Notes/History Report

New Member
Posts: 4
Country: United States

ACT v 10.0 - Notes/History Report

Hello,

 

 When running a notes/history report, the text under the 'Regarding & Details' header is being cut off for each record. It seems to cut off at different parts for each record. How do I get ACT to display all of the text for 'Regarding & Details' in the report? The software is being accessed using Windows Remote Desktop via Citrix.

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: ACT v 10.0 - Notes/History Report

The standard report does print all the details. Can you provide more information? I don't know if running via terminal server would cause problems.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 4
Country: United States

Re: ACT v 10.0 - Notes/History Report

Ok, I'm actually trying to help someone else, so this is 2nd hand information, here are the steps that lead up to getting the report: 

 

Lookup tab

Contact Activity

Click Changed

Since ‘date’

Histories checked (only one)

Ok

 

Reports tab

Notes/History

General Tab

Current lookup clicked

Ok

Notes tab---unclick notes

History tab

Unclick email and attachments

Customize the dates

All users

Ok

 

 

The report has a list of Contact Histories with following columns: Date, Time, Result, Regarding & Details, Record Manager

New Member
Posts: 4
Country: United States

Re: ACT v 10.0 - Notes/History Report

I still can't figure this one out, I've tried searching elsewhere and I found another person who asked about a similar problem. But, no one was able to find a solution.
New Member
Posts: 4
Country: United States

Re: ACT v 10.0 - Notes/History Report

I'm using Remote Desktop with an XP computer to connect to a computer that's running Windows Server 2003 Standard Edition SP2. Act is installed on the server, version 10.0.2.191
New Member
Posts: 1
Country: USA

Re: ACT v 10.0 - Notes/History Report

I'm trying to run notes/history report.   I have expanded the details field in both the main and sub report to use up the 8.5 inch page size, but the report doesn'l adjust to that and uses a column width that is only about 4 inches wide.

Can anyone help?

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: ACT v 10.0 - Notes/History Report

You need to edit the sub-reports.

 

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

 

Full disclusure I wrote the reports chapters of the book.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129