03-14-2010 09:20 PM
Hi all - I'm using ACT 2010.
I am a traveling salesperson. I'd like to have my meetings entered in my Calendar, and when I complete the meeting I'd like to add a few notes to the meeting - who I talked to, what was discussed, etc.
At the end of the week I'd like to be able to run a report that I could email to my sales manager that would list the accounts I saw that week and also show the details I added into the notes of the appointment. It would serve as a "call report". I cannot seem to find a stock report that lists this type of info. Am I missing something?
Thanks in advance!
03-15-2010 08:39 AM
I did try the Notes/History Report, but it came up blank when I ran it for "Today and Future"
However, on a hunch I tried creating a Meeting from last Monday and put some test data in the Notes field and then CLEARED the Activity. In the Activity dialog box I was also able to append the notes (for an example, how did the meeting go? What are the action items?). Once the activity was cleared it showed up in the Notes/History report.
Thanks for the reply. Looks like I figured it out.