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Customising forms

New Member
Posts: 38
Country: United_Kingdom

Customising forms

Hi

I'm trying to customise a History Summary form to include in a new report.

Does anyone know if I can change the History Types that are displayed?

At the moment I have calls complete, field changed, etc but I only need a few of these.

 

The report also returns 2 results just called Completed at the end - any idea what's been completed?!!! I'm no math wiz, but the numbers shown don't relate to any combination of the others!

Thanks in advance.

 

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Customising forms

The history types can't be directly filtered with the ACT! reports. I have created a custom report template that shows only the most recent Call Completed, Meeting Held, Todo Done and Note for any date range.

 

The Completed history type you're getting is evidence of one or more improperly created custom activities.

 

 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 38
Country: United_Kingdom

Re: Customising forms

Hi Roy

Thanks for the reply.

I've a whole load of custom fields...better check them out!

Cheers.