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Creating a more 'streamlined' report for notes/history in Act 2010?

New Member
Posts: 4
Country: United Kingdom

Creating a more 'streamlined' report for notes/history in Act 2010?

My boss has been trying to print out reports that include the notes & records section for a particular contact, but each time she does we're getting lots of near blank pages (these normally just say 'email attachment' at the top), is there any way to exclude these or have it as part of a page, rather than a page unto itself?

 

Ideally we'd love a report that has date | time | email/note | user and that has full columns over 3 pages rather than giving us 12 which includes blank pages.

 

Is there something very obvious we're doing wrong?

 

Any help would be appreciated.

Silver Contributor
Posts: 1,813
Country: USA

Re: Creating a more 'streamlined' report for notes/history in Act 2010?

The ACT report tools does not allow to filter out particular types of histories. So, you are stuck with email attachment, access changed, etc..

However, in Crystal reports, it is very easy to create and deploy such a report.
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