12-04-2009 10:59 AM
12-04-2009 11:08 AM
I dont see how this will show me the Last History for each of these contacts. I have to choose a date (i.e, Today and Future, Past)? Sorry, I am new to ACT and have had absolutely no training!
12-04-2009 11:39 AM
12-04-2009 11:49 AM
We want to create a report that is a combination of the notes/history - sales pipeline - contact status. The elements we want to have in the report are
Contact Name (contact report)
Contact Address (contact report)
Record Manager (contact report)
Last Edit Date (contact report)
Last Edit By (contact report)
Last History (can we pull???) (?notes/history report)
Opportunity Name (Pipeline Report)
And we want this report to only run for the people who are on the Open Opportunity list.
12-07-2009 08:05 AM