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Adding Summaries in Reprot

New Member
Posts: 4
Country: United States

Adding Summaries in Reprot

I just want to make a simple report - that records the history of a contact. 


Contact Name,   company,    #of Completed calls,# of Emails, Number of Letters


Then down below - a summary of all of them. (by Column). 


I tried to change the "History Summary Classic" - and messed it all up...


Anyone have one already done?   

Posts: 4,395
Country: USA

Re: Adding Summaries in Reprot

Reach out to Roy_Laudenslage on the community.  He'll probably give you some suggestions on how to accomplish this.