I want to thank Sage for adding the filters to the history tab in ACT! 2011. These are VERY helpful since we can now hide specific history types but still have access to them if we need them.
However, there is no easy way to report on history types or results.
Please consider adding these same filters to the report dialog box. Reports have not been addressed in several versions and this would be a big plus for users.
Alternately, add an export to excel button on each list view such as the History tab, Note tab, Opps tab, etc. You can even add this to the Groups and Companies tabs also.
This would give the user the ability to at least export what they see on the screen.
This would be an easy win-win feature to add to the next version!
Allied Financial Softwware, Inc.
Couldnt agree more Scott. Would be very useful to me also. Interesting that we are both in financial services. In UK we have to do a complicated fact find and also our FSA regulations say "if it is not written down, it didnt happen"!
I need the same thing in Reports. We are a Non-Profit and need to be able to filter out certain items in the History. I am at my wit's end trying to figure out how to do it.
Key West Tropical Forest & Botanical Garden
You could also consider Topline Dash - www.toplineresults.com It gives you the ability to report and filter out by type.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.