Community
Showing results for 
Search instead for 
Do you mean 
Reply

Editing Notes - Histories Report

Copper Contributor
Posts: 69
Country: Australia

Editing Notes - Histories Report

Can you easily define the types of history you display?  I don't want to see system changes in the Notes - Histories Report.  This is using Act! Premium 2013.  It would be used to report to a manger to show activity history for the previous week.

 

It pretty much has all the information required but is showing field changes, contacts deleted etc.

 

Thanks

Damon

Highlighted
Employee
Posts: 81
Country: United_Kingdom

Re: Editing Notes - Histories Report

Hi Damon,

 

When producing a report there is no options to filter down to specific history types other than Attachments and Email's.

I can understand the use of this feature and would recommend Sharing your idea!.

 

Platinum Elite Contributor
Posts: 6,567
Country: USA

Re: Editing Notes - Histories Report

Damon If you don't need the history detail, check the History Summary Classic report which uses script programming to filter for specific history types and provides a count of the specified history types. The tracked history types can be changed but it requires modifying the script programming. I have an alternate version that tracks eight history types. An alternative would be to use a third party report writer like Durkin Impact reports which has the capability of more comprehensive filtering.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 69
Country: Australia

Re: Editing Notes - Histories Report

Thanks Roy and Dan.  I think we might have to use a 3rd party addon, I think if they upgraded they could use the history  list to get what they need.

 

Cheers

Damon