Contact Activity Report

[christaylor]

Hi,

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.

Please help! 

Thanks

[MartinP]

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. 

[jonmklub]

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.

http://www.acttrainer.com/how-to-see-all-notes-created-this-year/