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[ACT/Web]   Searching for Recently Updated Notes

Posted on 2013-11-05
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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
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Question by:CE101
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Mike Lazarus earned 500 total points
ID: 39625953
It is in the desktop version of the later version, but not in the Web ...

You could do these via reports
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