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Look up record manager

New Member
Posts: 7
Country: Canada

Look up record manager

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.

Copper Elite Contributor
Posts: 139
Country: USA

Re: Look up record manager

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.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399
New Member
Posts: 7
Country: Canada

Re: Look up record manager

Thank you very much.  Simple.  I certainly appreciate your help.