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Custom report help

New Member
Posts: 1
Country: USA

Custom report help

I made an activity list with everything done from the first of the year except its in order by client name instead of date.  How can I change that?  Any way to write a report showing all client added since a certain date? Like the first of the year?

Any answers are appreciated.

Thanks,

Cody

Nickel Contributor
Posts: 173
Country: Australia

Re: Custom report help

On the tasklist view, click on the Date label at the top of the columns. This will then put a diamond next to the label if you want it in reverse order click on the label again and the diamond will reverse
Travis Rosevear ACC for
Act Today Australia and New Zealand
Bronze Contributor
Posts: 955
Country: Australia

Re: Custom report help

I you want to lookup contacts created since a particular date go to Lookup Other Fields and then select Create date and you can do from a particular date. (Greater than or Equal To)

 

HTH

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.