09-09-2008 02:38 PM
I have only been working with Act for the past 1 ½ years. I have had no official training on this program. Any help in trying to figure out the best way this could be done would be greatly appreciated.
09-09-2008 05:24 PM
1) Lookup COMPANIES
2) From the list of Companies select the one you want
3) Select REPORTS
From here only select the information (History, Notes, Opportunities, etc) for the date range you want. Be sure to select "Current Company" unless you want to print all companies. Check the Preview is always a good idea to confirm the information is what you want.
By the way, the information (History) is only as good as what is entered after each visit.
Hope this helps...