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Filter personal items from Notes/History

Copper Contributor
Posts: 21
Country: USA

Filter personal items from Notes/History

Is there a way to filter personal activity from the notes/history report? Can't seem to find a way to do that. I need to file a weekly report to my management on my activiity and do not want personal activities in there.
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Filter personal items from Notes/History

There isn't any direct way to filter the personal items. If they are with personal contacts you could make than private or exclude then from the lookup used to run the report. Another option would be to schedule all personal items with your My record.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129