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How Do I Print Notes?

New Member
Posts: 2
Country: USA

How Do I Print Notes?

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.

 

THANK YOU!!!

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: How Do I Print Notes?

It should. What filter settings are you using on the Notes History report?

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: How Do I Print Notes?

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...?

 

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: How Do I Print Notes?

Try selecting allusers on the general tab and selected users on the notes

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129