09-25-2014 05:53 AM
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.
09-25-2014 08:35 AM
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.