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Contact Activity Report

New Member
Posts: 2
Country: United_Kingdom

Contact Activity Report

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

Copper Contributor
Posts: 28
Country: United_Kingdom

Re: Contact Activity Report

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. 

Silver Contributor
Posts: 1,813
Country: USA

Re: Contact Activity Report

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/

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