07-02-2013 02:59 AM
I need to generate a report from my Act database which shows which accounts have had notes placed on them since January 2011. Is there a way to do this and then export it into excel?
I think I have Act 2013 if this is any help.
07-02-2013 03:50 AM
You can use Lookup-> then Contact Activity select changed and change the date to January 2011, then select just the notes section. This will create a lookup of any changed notes against a contact since Jan 2011. You can then just export the lookup into excel or you can print a notes report based on the current lookup.
07-02-2013 07:13 AM
I got a little over enthusiastic and made a video for you. There are 3 options for doing this.
1) Lookup menu, contact activity.
2) create a dynamic group and filter the notes.
3) Run the notes/History report and filter by notes.
Here is the link.