Community
Showing results for 
Search instead for 
Do you mean 
Reply

Need a Report which gives a date ordered List, for all notes/histories for a Group

New Member
Posts: 2
Country: USA

Need a Report which gives a date ordered List, for all notes/histories for a Group

Hi. We need a special report in Act! 2009, which takes an entire group of contacts, and creates one, combined date-sorted list of all notes and histories together (not as usual by each individual contact, but in one consecutive sorted "time line")  and identifies the contact or company name in each entry. This is to recreate an easy reference as to "what happened when" for meetings. Thanks in advance.

 

Application Example: a child in the family is sick, and we create a Group for his/her many Medical Providers, we could create a time history for that child, of exactly what happened on what date, much like a consecutive diary would be.

 

Another Example: An employee is involved in litigation, and for all his/her contacts, we need a master list created of all his/her notes and histories combined together from a selected Group of his contacts, in a list, for the lawyers reference as to dates. No time to search through each contact to search those dates.

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Need a Report which gives a date ordered List, for all notes/histories for a Group

It can't be done with the ACT! reports. You would need to use a third party report generator.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: Need a Report which gives a date ordered List, for all notes/histories for a Group

Thanks for your insight, Roy. Any suggestions as to third party apps that would allow the customized reports?
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Need a Report which gives a date ordered List, for all notes/histories for a Group

You could use Crystal reports, Stonefiled Query, or even the Access reporting capability. In the case of Crystal Reports or Access, creating the report will be challenging. Stonefield uses a wizrd for report creating but I don't know if it would create the report you want.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129