11-10-2014 07:37 AM
In ACT! 2011 PRO Is it possible to lookup by record manager in the Notes and/or History tab so I am able to see what our sales reps have inputted. And secondly, is it possible to set the dates (from and to) to narrow the lookup. Would certainly appreciate any input.
11-10-2014 06:35 PM
A Notes/History Report filtered by Record Manager should give you what you need.
Go to Reports from the top menu, and on both the Notes and History tabs of the Report screen, choose the specific User/Record Manager that you are filtering for.