11-17-2008 06:47 AM
11-20-2008 11:10 AM
Try contacting an ACT! Certified Consultant.
ACT! Certified Consultants offer a wide variety of services. This exclusive group of trained entrepreneurs can provide guidance on everything from your initial setup through customizing ACT! to meet your specific needs.
Other services include:
- Software sales
- On-site installation and support services for software, hardware, and networks
- Product training by SBDCC certified instructors
- Industry expertise in sales and database processes
11-20-2008 04:35 PM
Have you tried to create a lookup and run "Reports > History Time Spent" ?
Additionally you can customise that report or contact an Act consultant if you prefer.
11-21-2008 12:02 PM
07-16-2009 11:34 AM
Wanted to make sure you are aware of ACT!s TIMER ?
from the toolbar select; Tools / Timer
Use the Timer when you start working with a Contact record, then stop the Timer when complete.
Cheers - FSB
12-19-2010 11:36 PM
I have not used this feature yet because I'm new to Act, but this is the one feature that I used to love about a little program called TaskCoach.org ... it tracked "efforts" and then let you run a report of all the efforts for a specific client, category, dates, etcetera.
After following the tip for Tools > Timer, I was initially disappointed that it just popped up a little timer ... but extremely happy when I stopped the timer and an automatic new history note popped up for the contact record I was in. Excellent!!! It appears to be the same thing as recording "efforts" ... and the fields are editable within the note!
Now, if I'm able to create a report for my clients of "effort" versus actual billed time, then I'll be in heaven.
Thanks Sage and Act!
12-20-2010 04:52 AM - edited 12-20-2010 04:54 AM
Yes, for recording / tracking time & labor on task, you can make new History entries from History Tab or ACT! Tool bar.
From the tool bar, You can perform Search Lookups in History area and then Report on those History items using ACT! History Reports. You can further customize a History report if needed. But rather than changing a Existing Report, do a File Save As, and create a copy of the existing report and change the new report.
Cheers - FSB