Solved

[ACT/Web]   Searching for Recently Updated Notes

Posted on 2013-11-05
1
523 Views
Last Modified: 2013-11-05
Application:   Sage ACT! Premium (Web) 2011 Version: 13.1.105.0

I am new to ACT/Web, however I am familiar with ACT6.
My natural inclination is to do things as I am accustomed in the old system, however there are a number of features that I cannot find in the new system.

For instance, in ACT6, at the end of each day I like to verify that I have properly tasked all records for which I have created or modified notes. To get a list of such records I do the following...  
 
Goto   Lookup/ContactActivity menu.
This gives me the ContactActivity dialogue box, which allows me to specify a date range. It also has 9 checkboxes for the various data types (fields, notes, history, activities, etc). When I choose notes, I get all the records having notes updated for the given range.

Is there any way to do this with ACT/Web??
If not, is there any way to find all the records that I have modified (in anyway) on a given day?

Any suggestions would be greatly appreciated.

Gary
0
Comment
Question by:CE101
1 Comment
 
LVL 30

Accepted Solution

by:
Mike Lazarus earned 500 total points
Comment Utility
It is in the desktop version of the later version, but not in the Web ...

You could do these via reports
0

Featured Post

Threat Intelligence Starter Resources

Integrating threat intelligence can be challenging, and not all companies are ready. These resources can help you build awareness and prepare for defense.

Join & Write a Comment

Suggested Solutions

A lot of users new to ACT!, especially those who don't get the benefit of a consultant, seem confused between when to share on a network and when to sync ... or, in fact, how to do either. So I thought I would attempt to explain the various options …
ACT LINK FOR PEACHTREE WON’T LINK PROBLEM       It always seems that when you upgrade Act or Peachtree Quantum in versions 2009, 2010, 2011, or 2012 then try to relink them it fails. Following the linking instructions-  Go to the peachtree tab in …
Illustrator's Shape Builder tool will let you combine shapes visually and interactively. This video shows the Mac version, but the tool works the same way in Windows. To follow along with this video, you can draw your own shapes or download the file…
This tutorial demonstrates a quick way of adding group price to multiple Magento products.

771 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

12 Experts available now in Live!

Get 1:1 Help Now