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New User - Need task list that includes addresses as well as what I need to do when I get there

New Member
Posts: 1
Country: United States

New User - Need task list that includes addresses as well as what I need to do when I get there

I am in outside sales and just recently purchased Act! 2009 to make my life easier.  I now have a ton of leads entered in and tasks scheduled, but need to be able to see my tasks complete with address & the regarding line so I can put it in some kind of order.  I have figured out how to get one or the other but not both together.  I really need to be able to sort it by businesses close to each other but still know why I'm going there.  Any help is greatly appreciated!
Moderator
Posts: 4,395
Country: USA

Re: New User - Need task list that includes addresses as well as what I need to do when I get there

You can modify the Activities report to include the contact's address and I believe you can change the sort order also.

 

How to Change the Sort Order in an Existing Report