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Duplicate items on Notes/History Report in Sage ACT!
I am using Sage ACT!Pro 2013 and am having difficulty with the Notes/Histories report.
A specific contact's notes/history for a specific time period will show up twice on the report. It shows up as a dupe whether I print or preview the report, so it wouldn't seem to be just an issue of splitting the information across two pages.
For example, if I run the report specifying only me as the record manager, for the period August 1 - August 30, the notes/history for contact John Doe shows up twice, one right after the other, in the report. The notes are exactly the same, for the exact same contact (not like I have "shared" this notes/history with more than one contact at this company). There is no other user associated with this contact.
Even if I run the notes/history report for this specific contact only, using the "current lookup" option in the notes/history, the information for this person appears twice.
This duplicating behavior seems almost random. I even tried changing the date of one of the notes, because I had two notes entered for this contact on the same date. That didn't help either. And there is at least one other contact on my report for this same period who has two notes on the same date, and his notes don't duplicate on the report.
A specific contact's notes/history for a specific time period will show up twice on the report. It shows up as a dupe whether I print or preview the report, so it wouldn't seem to be just an issue of splitting the information across two pages.
For example, if I run the report specifying only me as the record manager, for the period August 1 - August 30, the notes/history for contact John Doe shows up twice, one right after the other, in the report. The notes are exactly the same, for the exact same contact (not like I have "shared" this notes/history with more than one contact at this company). There is no other user associated with this contact.
Even if I run the notes/history report for this specific contact only, using the "current lookup" option in the notes/history, the information for this person appears twice.
This duplicating behavior seems almost random. I even tried changing the date of one of the notes, because I had two notes entered for this contact on the same date. That didn't help either. And there is at least one other contact on my report for this same period who has two notes on the same date, and his notes don't duplicate on the report.
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Excellent only because it worked.
ASKER
It is now clear that the NUMBER of notes for a particular contact in the given period is what drives the duplication. I changed an older note's date to move it into this period, and sure enough, this person now shows up THREE times in the report.
So now I know why it's happening but still haven't figured out how to prevent it from happening.