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Call Report - Chronological

New Member
Posts: 2
Country: Canada

Call Report - Chronological

Anyone know how to create a call history report which is Chronological (Date & Time) as apposed to alphabetically by customer (this makes it very difficult to track your day
New Member
Posts: 2
Country: Canada

Re: Call Report - Chronological

Sorry, I should add, that I am running Version 8.0.2.82
Copper Contributor
Posts: 61
Country: USA

Re: Call Report - Chronological

Hi,
 
I have just written a blog showing exactly what you need (how you can get a report on history in chronological order, regardless of contact).  This leverages he fact that ACT! Groups will consolidate history and notes for all contacts in the group.  So, by creating a group that includes ALL your contacts, you can run a group report that shows you the history chronologically.  The blog includes an actual customized report file as an example.
 
Check out the blog for details.
 
 
Pierre
New Member
Posts: 1
Country: USA

Re: Call Report - Chronological

HI Pierre,
 
I wanted to thank you for your clear and practical post regarding the reporting issues. In the report mentioned above, I needed to also list the company name since after 40-60 calls a day my trainer does not know which contact goes with what company. I am new to ACT, I was wondering if there was any document that explained how act works with regard to reporting, a reporting 101 type. This way I could learn "how to fish" and even contribute to the group.
 
Thanks