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Activity Results - show up in reports?

New Member
Posts: 2
Country: USA

Activity Results - show up in reports?

When I am clearing an activity - such as a phone call or meeting - and I record the notes of what transpired... is there any way to make these notes show up in a field that can be added to a report?
Meaning... when I type in the notes from a phone call, I'd like this to appear in the "last results" field so I can incorporate this info in a generated report.
 
thanks
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Activity Results - show up in reports?

When you clear the activity there is a place to record details and they can be added to the cleared activity in history. In fact the default is to add the details to history.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
New Member
Posts: 2
Country: USA

Re: Activity Results - show up in reports?

thank you, but that's not what I mean. The note that are typed regarding the activity are not able to be pulled in to a report?
When I create an activity report and check "cleared activities" all I can see is the original information (in the "regarding" field)
The notes I type in  - which is what I need in a report - are not there.
 
Is there any way to do this?
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Activity Results - show up in reports?

Try the Notes/History report.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com