01-13-2009 11:12 AM
I am new to ACT and am running ACT 2009 version 11. When running the contact report under the "reports" dropdown the define filters dialog box appears. Under the "history" tab, I check "email" to display email messages that have been sent to contacts. However, I am trying to produce this report to show the fact that email activity has taken place (along with notes, etc...), but I do not want pages of detailed email messages to appear in my report. I saved the report under a different name and tried to edit the report, but could not pinpoint where the email is being generated.
For example, I may just want to show email subjects under the contact section or number of emails sent to a contact.
Any advice/direction would be greatly appreciated.
01-13-2009 02:53 PM
01-13-2009 07:26 PM
01-14-2009 11:15 AM
Thanks for your help...I have the email message eliminated. I wrote some vbScript to replace the email message with "email sent". I allow the notes for "call completed" to appear. I am now trying to work with a custom field to display the number of email messages that have been sent per contact (like suggested in the History summary report). However, the report is displaying a seperate line item that reads "Total: 1" through several iterations instead of just summing the number of emails. I am trying to figure out how to get summary level information.
01-14-2009 11:27 AM