04-11-2010 09:13 PM - edited 04-11-2010 09:14 PM
Maybe I'm missing something, but I am trying to filter the recorded Histories for my accounts. When I right-click on the History field and select Filter History, the "Types" menu shows "All". I want to set a filter so that when I run a Notes/History report, all that shows is the history of when an Activity is cleared, and the associated Note that I may enter during the "clearing" process.
But there seems to be no way to narrow/filter what's recorded in the History for an account.
When I make a sales call, I'd like to record some notes when I'm clearing the Activity, and then at the end of a day generate a History report that I can use as a "call report" for my manager. What he DOESN'T want to see is histories of "fields changed", or "contact deleted", or other types of account maintenance.
I am using ACT 2010...
Sorry for the rambling post - thanks in advance for any help!
04-12-2010 09:18 AM