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Customizing history summary classic

Copper Contributor
Posts: 12
Country: Denmark

Customizing history summary classic

Is there any easy way or program I could use to see how many calls were completed, meetings were held, brochures sent out ( I have created a task could brochure) ? I really only want totals, not a whole list of all the contacts. It is to see whether we have reached our targets every week/month/quarter.

Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Customizing history summary classic

The History Summary Classic report can do that for you. While that report uses some complex Visual Basic program script, replacing placing one of the tracked history types for a custom type is fairly easy but not obvious. Adding an additiona type for tracking isn't easy. The report package I sell has both a 5-column and an 8_column version of the History Summary Classic report. I know that I can make my versions for the report summary only, I don't know if the same thing will work with the standard version.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer