05-09-2016 02:21 PM
I have ACT 2010 and am trying to run a report for contacts that have notes only, but report prints all contacts even ones without notes. The note is in the detail section of a template report called Landlord report. The property for the detail section is set to "Yes" for Hide on Empty". Any help would be appreciated. Thank you.
05-09-2016 02:39 PM
It sounds like the note field is added to the main body of the report rather than in a subreport. It would need to be in a subreport for hide on empty to work.
05-09-2016 02:44 PM
Thank you for your quick response. Is there a way for me to make it work where the note field is currently located? If not, how would I put the note in a sub-report? I am not very familiar with sub-reports. Thank you.
05-09-2016 02:50 PM
Try running the Notes History report for the Notes only.
06-23-2016 07:58 AM
I have customized the notes/history report and have it the way I need except that I cannot add the "group name" field to template. The option I get is for "contact" versus "group". I have attached a few photos of the template and report. Any help would be appreciated. Thank you.
06-23-2016 08:23 AM
The ACT! Notes History report is a contact based report and doesn't have direct access to the group table fields.
06-24-2016 09:08 AM
You can't with the ACT! reports unless you added a field to the contact table for group name and added the group name there. I believe I could make such a report with the Durkin Impact rports but it would be a very complex report.