06-08-2011 02:34 PM
I have done a search on this topic and it seems that the question has been asked several times in the past, but the solutions are either broken links, or non-existent.
I want to be able to create an activities report to simulate a weekly 'call report.' UInfortunately ACT groups them by contact and then by date, making it very confusing to see what I have done in a chronological order for the week. Is there a way to not group by contact, but by day? Can I modify the template? Editing templates is VERY confusing to me, BTW.
06-08-2011 04:10 PM
Your options are to print the task list or use Crystal Reports to create the report you want. It can't be done with the ACT! reports.
06-08-2011 06:01 PM
OK, the 'print task list' looks promising, but I do not see all of my activities when I am on the 'Task List'. I see them on the 'Activities' tab for my contact, but they do not show up on the Task List at all. Do I somehow need to associate them differently with something?