06-08-2015 08:54 AM - edited 06-08-2015 08:57 AM
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 220.127.116.11, Hotfix 1
Database is local, synchronizing with a main server based DB
06-08-2015 09:03 AM
Not with the ACT! reports. I should be able to do that using the Durkin Impact Reports.
06-08-2015 09:46 AM
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.
06-10-2015 06:12 AM
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.