01-16-2013 08:54 PM
Subject says it all
I cannot redefine any of the fields in the template.
I need to do a Weekly Activities Report that included all My Contacts:
- Activities for a specified period.
- Contact Company Name.
- Contact Company City
01-16-2013 09:21 PM
Actually you would use a History report. You can't redefine fields, you would need to remove a field and replace it with the desired field or add the desired field to the report.
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.
01-18-2013 12:56 PM
Is it because I'm using the Sage Act! Pro 2013 Trial Version that I'm not able to edit, delete or add any fields to my historical report?
01-18-2013 01:27 PM
No. the trial version is the program with an expiration time.