06-06-2012 02:33 PM
Is there a way to track employee's activities inside act?
The ideal feature would record the activities of an employee's log in session in ACT. Our employees log into our database with their unique usernames and passwords, and the boss is asking for a report that prints a list of contacts "worked" by a given employee during their log-in session. Attempting to work with report templates has done me no good, as everything sorts activity by contact instead of by employee.
We are looking for at minimum a way to record the number of contacts edited by a given employee during their login session.
I appreciate your help,
Baseline Financial Services
06-06-2012 04:27 PM
Have you looked at the History Summary Classic report?
06-08-2012 12:48 PM
Thanks for your response. I had tried this report, it prints the information by contact instead of by employee unfortunately.
We are looking for a report that will simply show how many contacts have been "worked" by a given employee during the employee's login session.
The report would ideally print "Employee Name" followed by the number of contacts worked, for example, if one I were to make an edit of some kind on 50 contacts in our database, the report would print two collums, one with my name, the other with the number 50, extra brownie points if the report could print the 50 names of the contacts so the boss can go in and see what change was made.
The boss is convinced this can happen, even after I've spent hours unsuccesfully researching and playing with reports, I still can't seem to get this one figured out.
Does anyone have a way to do this?
PS - Our company doesn't use the calender in ACT to schedule any activities, so reports pulling from that won't do it.
Thanks for your help,
06-12-2012 07:39 AM
The reports are likely a waste of time, or at the very best, extremely challenging to do what you want.
Being that you are using ACT! 2010, you could get close to what you are looking for using a SQL Dashboard, which would require some custome SQL scripting.
An easier alternative would be to check out TopLine Dashboard. Try the 30 day trial. Might not be able to do the summary count the way you say, but should be able to let you create your list of edited contats per user...
06-13-2012 02:19 PM
Thanks for this post, Topline Dashboard has some features that look good. It can show accounts that an employee edited or created a note on a contact during a specified time frame. This seems like what the boss is looking for.
06-14-2012 06:44 AM