03-05-2015 08:23 AM
I am having trouble simply printing my Notes history per user. I am trying to simply print my calls (which are recorded just by notes) for the last week for myself in order to track. Do I need to also use Activities etc.? I have been trying to pull via Reports and can't seem to figure this out.
03-05-2015 09:53 AM
I am selecting Notes/History from the Reports tab, All Contacts from General tab, Last month on Note tab for me (selected users) and selcting me as the user for the final tab...?