05-31-2010 09:02 AM
Because of issues upgrading Act!, I am only able to finally generate a report for my client today, and it is due today. The only problem is, in generating a report, I am unable to add the contact notes field, which are required by my client. I've tried editing the "activities" template, and adding a subreport, but can't seem to fugure out how to add the notes field to the subreport.
Please, if you have any ideas at all, please share them. I just need the activities report to also show the contact notes. It's that simple.
Thanks for any help you can provide!
05-31-2010 09:43 AM
Okay, I was able to add a subreport for "Notes" by using EXACTLY the same subreport for NOTES in the Notes/History template. But when I run a report, none of the notes are showing up. (And I have Notes checked, too).
I am soo close to getting this to work! Anyone know what I might be missing?
05-31-2010 10:04 AM
It's kind of hard to tell without seeing it. However, why don't you edit a copy of canned Contact Report. It already has all of these subreports added. Start with one that already works and take out what you don't need. Be sure to do a save as so you don't blow up the original.
05-31-2010 11:39 AM
Okay, this worked great! Thank you so much!
Just one question: How do I get it so it doesn't create a page break for every contact? I could easily fit several contacts a page.
05-31-2010 01:47 PM
06-01-2010 07:20 AM
Well I found the footer, and changed it as you said. But the report still put a page break after every contact. So I went in and checked every section, including the subs and still, I can't get rid of the page breaks. I also made every section "collapse if empty". So I am at a loss. I can send you the .rep file if you like, if you think I might be missing something.
At any rate, I was able to get the report off to my client in time, so thanks again for all your help!