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Activity Details Form

New Member
Posts: 2
Country: Canada

Activity Details Form

In ACT! 2000 when you printed the Activity Details from within the "create activity box"  it would print your notes, but there was also a header that had the Activity information like the contact, date, time etc.........  I found this really useful.  Has anybody found a way to have this print in the new ACT! 11??
Moderator
Posts: 4,395
Country: USA

Re: Activity Details Form

Try running the Activities report.
New Member
Posts: 2
Country: Canada

Re: Activity Details Form

This does not creat the same styly of report.  If you recall in the ACT, while entering an activity, if you go to the details tab, there was an option to print details.  That details page had a header that highlighted who and when the call was at (ideally it would have the address and phone contact as well).  My organization used this as their call planning sheet to outline objectives and strateigies for the meeting and then used that specific sheet to take notes.  That way all the info was on a sheet already labeled and ready for data entry!!

 

Is there a way to point the word document in the activity details to a template when you open it??

Platinum Elite Contributor
Posts: 6,651
Country: USA

Re: Activity Details Form

The answer to your final question is no. A report template could be created that would provide similar appearance and data as the printout you refer to.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129