Community
Showing results for 
Search instead for 
Do you mean 
Reply

Act 2010- Can't get all notes to appear in contact report

New Member
Posts: 4
Country: USA

Act 2010- Can't get all notes to appear in contact report

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?

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Act 2010- Can't get all notes to appear in contact report

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.

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

 

Full disclusure I wrote the reports chapters of the book.  The report chapters work for all version of the ACT! program since ACT! 2007.

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: USA

Re: Act 2010- Can't get all notes to appear in contact report

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?

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Act 2010- Can't get all notes to appear in contact report

That has to be a report design issue and I wouldn't be able to troubleshoot without examining the report template.

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