12-10-2012 11:29 AM
I'm creating a custom contact report, and I'd like to have all the notes for a contact appear in the report. When I try to add a note under field=>contact note=>regarding, only one of the contact's notes appears. How can I get a list of notes as in the default "Contact Report" template?
12-10-2012 01:23 PM
You need to add a subreport for Notes.
There is a third party book with comprehensive training information on the ACT! reports, here is the link.
Full disclusure I wrote the reports chapters of the book. The report chapters work for all version of the ACT! program since ACT! 2007.
12-10-2012 01:37 PM
Thanks, I successfully created a subreport to show all the notes for a contact (specifically, the 'regarding' field) using this guide, but when I run the report, only one note appears. How can I get the rest to appear?
12-10-2012 04:19 PM
That has to be a report design issue and I wouldn't be able to troubleshoot without examining the report template.