I am wondering if there is a way to display an Activity type of "Review" in the List view. When I select the columns to show, it does not show in the list. Or is there another way (reports?) to show all my clients that have had an activity type of "Review" and the Date it occurred. Also, showing the reference line would be handy. Can't seem to figure out how to do this so far.. any help appreciated. Purpose: helps be distinguish from all the other types of activity to just see who has had a review or not, how long since last review, and who has not had 1 or been a while..
Activty Type on my system is an icon that is related to a result. When I display the history list, I have both Type and Result right next to each other.
I hope that helps.
John Purdy ACT! Premium V. 18 Lenovo X220, 16GB, & Office 365, 32bit, 256GB SSD
