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New Idea

History List View

Status: Available in Act! v16
by Silver Elite Contributor on ‎11-22-2010 04:55 AM

I'm constantly looking for ways that the average user can extract useful "report" type information from ACT without having to resort to the baffling process of customizing Reports or creating SQL commands for Dashboards.

 

It occurs to me that now we have better filter options on History we could extract a huge amount of useful information if we could access a "History List", i.e.. History pulled from potentially every contact, company, group or opportunity.

 

Because of the vast number of history items available the filters would be important to reduce the size of the list to something manageable. In addition to the usual date filters (This Month, Last Week, Custom Range), Result/Regarding, Users, I would add History Entity (Contact/ Company/Group/ Opportunity/All), "Containing" and filter by Groups.

 

The final requirements would be to Save different List Views so that they can be set up as pre-defined "reports" (a useful addition to other List views in ACT!) and finally Print/ Print to Excel.

 

This would give the average user huge scope to get at all the information currently buried in the depths of an ACT database.

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