02-07-2013 09:20 AM
I'm a report design newbie. I am trying to cusomize an activities report template. I want to see the activities plus the emails I've sent and received that appear in my history.
I've added a subreport and experimented with a variety of fields available under Contact History. Each time I add one of the fields, i get 5 instances of the same contact, showing the same activites. When I added a details field or the regading & details field I'm geting closer to what I want, except I get multple instances of the same contact. I'm hoping some expert guidance will help. Thanks.
02-07-2013 09:40 AM
That's caused by mixing fields from different tables in the same part of the report. Given your description I don't know if what you want is possible or not but the approach you're trying won't work and is causing the duplicating you're seeing.
There is a third party book with comprehensive training information on the ACT! reports, here is the link.
Full disclusure I wrote the reports chapters of the book. The report chapters work for all version of the ACT! program since ACT! 2007.
02-07-2013 01:36 PM
Thanks for the reply. You mention "That's caused by mixing fields from different tables in the same part of the report," implying that I could use fields from the Contact History table somewhere in a differnt part of the report. If so, can you suggest where it might work?
02-07-2013 01:54 PM
They would need to be in a subreport, I'm guessing that you placed them in the main part of the report.