04-01-2011 01:53 PM
Im a new user to the ACT forum, so hi to all. We use ACT 10, and have 7 users that connect to it and use it. Each of the users produces a notes and history report weekly. One of the users, we will call him Mark, noticed an issue wherby when he made his report, it wasnt pulling all of his data, I.E, he entered 7 new contacts and notes, and his report would only show 1 of those entries. We can go into the DB and see all 7 entries, so they were entered in, just the report doesnt pull them. Similarly, if we run the report from Scotts profile, pulling data that Mark entered, it will only pull one record.
I have set users up in ACT, removed users, setup the connection to ACT for remote users, but sadly i dont know how to use ACT to an extent that would allow me to begin to troubleshoot this issue.
Anyone have any pointers !
Thanks in advance
04-01-2011 02:21 PM
In the report filters select all users on the general tab and the specific user on the notes and history tabs.