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Detailed ACT search and report

New Member
Posts: 15
Country: United States

Detailed ACT search and report

[ Edited ]

I have an immediate need to be able to search for specific notes and histories based on the name of a principal.  The difficulty comes when I need to print JUST THOSE notes and histories, not every note and history found under each contact.  EXAMPLE - I can search for a keyword of Contralta, which geivew me every note and history that mentions taht particular sequence of letters, however, when you create lookup for those contact which have that keyword in their notes/histories, I see ALL the notes and histories for that particular contact.  I want ONLY those notes/histories which have the keyword included in them. 

 

Anyone know if this is possible AND if it can be gerenated in a report???

 

 

ACT! Pro 2011 Version 13.1.111.0, Hotfix 1

Win 7

Database is local, synchronizing with a main server based DB

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Detailed ACT search and report

Not with the ACT! reports. I should be able to do that using the Durkin Impact Reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 15
Country: United States

Re: Detailed ACT search and report

Is this something that could be tested?  I'd hate to spend money on a nother useless add-on only to find it Doesnt do what they promised

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Detailed ACT search and report

Unless you plan on creating several report templates and are willing to devote the time to learning the Durkin Impact Reports Designer which has a significant learning curve, my suggection would be to contract with someone to create the report template that you need. That way you would only need the runtime module to use the report.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 15
Country: United States

Re: Detailed ACT search and report

Can you make a recommendation on who could build this report?

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Detailed ACT search and report

I could.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 15
Country: United States

Re: Detailed ACT search and report

Roy -

 

I'd like to find out who and where I can get this done.  I downloaded Durkini and yes, while I beleive it would work, I don't have the time for the learning curve. 

 

Please advise....

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Detailed ACT search and report

I've sent you a private message.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129