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ACT! 2006 report viewing issue

Discussion in 'Business Applications' started by va_moderator, Feb 2, 2007.

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  1. va_moderator

    va_moderator Thread Starter

    Joined:
    Feb 2, 2007
    Messages:
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    In ACT! from SAGE Software, How do you view report notes?

    I am trying to view report notes in ACT! I select Reports > Notes/History and within the dialog box, on the General Tab, I select "Create Report for All Contacts" and under "Use data mangaged by" I select my name. On the "Notes" tab, I select the Current month for date range and my name again for the "Use data mangaged by" section. When I click the "ok" button, no notes appear on the report. Is there something I'm doing wrong?

    I'm using the following version: ACT! by Sage 2006 Version 8.0.2.82
     
  2. GLComputing

    GLComputing

    Joined:
    Apr 27, 2007
    Messages:
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    Do both the contact and the notes list you as record manager?
     
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