01-15-2009 06:56 AM
01-20-2009 05:38 AM
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??
01-20-2009 09:02 AM