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Bonus Article
Corporate Blogs: Helpful Tip from Larry Ritter’s Development Blog

Nick B writes:

I am struggling with a very basic activities report. All I want is the company info, contact name and the activities within a certain date range. I can't seem to get a contact report without a huge amount of wasted paper as it will only provide one contact per page even if you have had only one activity with that contact.

Dear Nick,

If I correctly understand your goal, you can do this by creating a new Contact Activities report. In ACT!, select New Template from the Reports menu. In the "New Report" dialog, select Report type "Contact" and Template "Activities Report."

When you run the report, set your date range on the Activities tab on the Define Filters dialog that appears when you attempt to run the report.

This should work for you and will eliminate the excessive paper waste.

Richard McMakin
ACT! Product Design
Sage Software

Want to join the discussion? Visit our Corporate Blogs on the ACT! Online Community!

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