|
|
I need to be able to produce a report (for an individually selected Contact)
which at the top shows the Contact's contact details, but then listed
underneath shows all of the historical communication - this may include the
details of phone calls, brief notes from meetings etc.
How do I design such a report (or does one already exist, if so where)? And
to facilitate this, am I better off entering the communication history items
in the Communication History Log menu, or the Comments section of the Details
menu?
To help explain what I want, the purpose of this report is to hand to
Salesmen when they visit a customer, so they can sit with a comprehensive
list of all previous activity in front of them (they don't carry laptops or
PDAs).
Thanks for any advice.
Sue
|
|
Sue:
Start by selecting Activity for the Type of report. Then run the Activity
by Business Contact. The first time you run it will take a few minutes
because it will give you all Communication History for all contacts. You
can then click on Filter Report and create a filter (like for one contact),
Save the filter, and save the report. Next time, go to Saved Reports for
Type of report, and choose that one, then change the filter to the contact
you want.
HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
news:291E7718-83B9-4E4F-889A-4180950F54F3[ at ]microsoft.com...
[Quoted Text] >I need to be able to produce a report (for an individually selected
>Contact)
> which at the top shows the Contact's contact details, but then listed
> underneath shows all of the historical communication - this may include
> the
> details of phone calls, brief notes from meetings etc.
>
> How do I design such a report (or does one already exist, if so where)?
> And
> to facilitate this, am I better off entering the communication history
> items
> in the Communication History Log menu, or the Comments section of the
> Details
> menu?
>
> To help explain what I want, the purpose of this report is to hand to
> Salesmen when they visit a customer, so they can sit with a comprehensive
> list of all previous activity in front of them (they don't carry laptops
> or
> PDAs).
>
> Thanks for any advice.
>
> Sue
|
|
Hi Lon
This isn't achieving what I want - it doesn't provide the person's contact
details at the top, and also it only shows the Item Type from the
Communication History Log (what I need is the actual content of what was said
during the conversation / at the meeting etc).
Any suggestions?
Thanks.
Sue
"Lon Orenstein" wrote:
[Quoted Text] > Sue:
>
> Start by selecting Activity for the Type of report. Then run the Activity
> by Business Contact. The first time you run it will take a few minutes
> because it will give you all Communication History for all contacts. You
> can then click on Filter Report and create a filter (like for one contact),
> Save the filter, and save the report. Next time, go to Saved Reports for
> Type of report, and choose that one, then change the filter to the contact
> you want.
>
> HTH,
> Lon
>
> ___________________________________________________________
> Lon Orenstein
> pinpointtools, llc
> Lon[ at ]pinpointtools.com
> Author of Outlook 2007 Business Contact Manager For Dummies
> Author of the eBook: Moving from ACT! to Business Contact Manager
> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> www.pinpointtools.com
>
>
> "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> news:291E7718-83B9-4E4F-889A-4180950F54F3[ at ]microsoft.com...
> >I need to be able to produce a report (for an individually selected
> >Contact)
> > which at the top shows the Contact's contact details, but then listed
> > underneath shows all of the historical communication - this may include
> > the
> > details of phone calls, brief notes from meetings etc.
> >
> > How do I design such a report (or does one already exist, if so where)?
> > And
> > to facilitate this, am I better off entering the communication history
> > items
> > in the Communication History Log menu, or the Comments section of the
> > Details
> > menu?
> >
> > To help explain what I want, the purpose of this report is to hand to
> > Salesmen when they visit a customer, so they can sit with a comprehensive
> > list of all previous activity in front of them (they don't carry laptops
> > or
> > PDAs).
> >
> > Thanks for any advice.
> >
> > Sue
>
>
|
|
In a word, No. Reporting is one of the weakest areas in BCM... I've got
some ideas on improving it but not much time right now.
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon[ at ]pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com
"Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
news:8A167149-A0C6-422F-A565-9FC39D292690[ at ]microsoft.com...
[Quoted Text] > Hi Lon
>
> This isn't achieving what I want - it doesn't provide the person's contact
> details at the top, and also it only shows the Item Type from the
> Communication History Log (what I need is the actual content of what was
> said
> during the conversation / at the meeting etc).
>
> Any suggestions?
>
> Thanks.
> Sue
>
> "Lon Orenstein" wrote:
>
>> Sue:
>>
>> Start by selecting Activity for the Type of report. Then run the
>> Activity
>> by Business Contact. The first time you run it will take a few minutes
>> because it will give you all Communication History for all contacts. You
>> can then click on Filter Report and create a filter (like for one
>> contact),
>> Save the filter, and save the report. Next time, go to Saved Reports for
>> Type of report, and choose that one, then change the filter to the
>> contact
>> you want.
>>
>> HTH,
>> Lon
>>
>> ___________________________________________________________
>> Lon Orenstein
>> pinpointtools, llc
>> Lon[ at ]pinpointtools.com
>> Author of Outlook 2007 Business Contact Manager For Dummies
>> Author of the eBook: Moving from ACT! to Business Contact Manager
>> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
>> www.pinpointtools.com
>>
>>
>> "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
>> news:291E7718-83B9-4E4F-889A-4180950F54F3[ at ]microsoft.com...
>> >I need to be able to produce a report (for an individually selected
>> >Contact)
>> > which at the top shows the Contact's contact details, but then listed
>> > underneath shows all of the historical communication - this may include
>> > the
>> > details of phone calls, brief notes from meetings etc.
>> >
>> > How do I design such a report (or does one already exist, if so where)?
>> > And
>> > to facilitate this, am I better off entering the communication history
>> > items
>> > in the Communication History Log menu, or the Comments section of the
>> > Details
>> > menu?
>> >
>> > To help explain what I want, the purpose of this report is to hand to
>> > Salesmen when they visit a customer, so they can sit with a
>> > comprehensive
>> > list of all previous activity in front of them (they don't carry
>> > laptops
>> > or
>> > PDAs).
>> >
>> > Thanks for any advice.
>> >
>> > Sue
>>
>>
|
|
Hmmm, I appreciate your honesty, even if the content isn't what I wanted to
hear!
This seems a rather obvious oversight on Microsoft's behalf - surely we're
not the first company who like to take a page of relevant notes and history
into a meeting with a client as an aide memoire.
This omission may see us jumping ship back to ACT!
Thanks for your help.
Sue
"Lon Orenstein" wrote:
[Quoted Text] > In a word, No. Reporting is one of the weakest areas in BCM... I've got
> some ideas on improving it but not much time right now.
>
> Lon
>
> ___________________________________________________________
> Lon Orenstein
> pinpointtools, llc
> Lon[ at ]pinpointtools.com
> Author of Outlook 2007 Business Contact Manager For Dummies
> Author of the eBook: Moving from ACT! to Business Contact Manager
> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> www.pinpointtools.com
>
>
> "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> news:8A167149-A0C6-422F-A565-9FC39D292690[ at ]microsoft.com...
> > Hi Lon
> >
> > This isn't achieving what I want - it doesn't provide the person's contact
> > details at the top, and also it only shows the Item Type from the
> > Communication History Log (what I need is the actual content of what was
> > said
> > during the conversation / at the meeting etc).
> >
> > Any suggestions?
> >
> > Thanks.
> > Sue
> >
> > "Lon Orenstein" wrote:
> >
> >> Sue:
> >>
> >> Start by selecting Activity for the Type of report. Then run the
> >> Activity
> >> by Business Contact. The first time you run it will take a few minutes
> >> because it will give you all Communication History for all contacts. You
> >> can then click on Filter Report and create a filter (like for one
> >> contact),
> >> Save the filter, and save the report. Next time, go to Saved Reports for
> >> Type of report, and choose that one, then change the filter to the
> >> contact
> >> you want.
> >>
> >> HTH,
> >> Lon
> >>
> >> ___________________________________________________________
> >> Lon Orenstein
> >> pinpointtools, llc
> >> Lon[ at ]pinpointtools.com
> >> Author of Outlook 2007 Business Contact Manager For Dummies
> >> Author of the eBook: Moving from ACT! to Business Contact Manager
> >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> >> www.pinpointtools.com
> >>
> >>
> >> "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> >> news:291E7718-83B9-4E4F-889A-4180950F54F3[ at ]microsoft.com...
> >> >I need to be able to produce a report (for an individually selected
> >> >Contact)
> >> > which at the top shows the Contact's contact details, but then listed
> >> > underneath shows all of the historical communication - this may include
> >> > the
> >> > details of phone calls, brief notes from meetings etc.
> >> >
> >> > How do I design such a report (or does one already exist, if so where)?
> >> > And
> >> > to facilitate this, am I better off entering the communication history
> >> > items
> >> > in the Communication History Log menu, or the Comments section of the
> >> > Details
> >> > menu?
> >> >
> >> > To help explain what I want, the purpose of this report is to hand to
> >> > Salesmen when they visit a customer, so they can sit with a
> >> > comprehensive
> >> > list of all previous activity in front of them (they don't carry
> >> > laptops
> >> > or
> >> > PDAs).
> >> >
> >> > Thanks for any advice.
> >> >
> >> > Sue
> >>
> >>
>
>
|
|
Seamless, integrated "real world" usage in acton!
-THP
Sue C wrote:
[Quoted Text] >Hmmm, I appreciate your honesty, even if the content isn't what I wanted to
>hear!
>
>This seems a rather obvious oversight on Microsoft's behalf - surely we're
>not the first company who like to take a page of relevant notes and history
>into a meeting with a client as an aide memoire.
>
>This omission may see us jumping ship back to ACT!
>
>Thanks for your help.
>
>Sue
>
>> In a word, No. Reporting is one of the weakest areas in BCM... I've got
>> some ideas on improving it but not much time right now.
>[quoted text clipped - 74 lines]
>> >> >
>> >> > Sue
--
Message posted via OfficeKB.com
http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200705/1
|
|
Sue, you are 100% correct - I also need the same format of a report. The
reporting is indeed poorly done in BCM.
Question for MS: Can such a report be created manually? if so, what software
package is required for report customization/design?
Thx,
Nikolai
"Sue C" wrote:
[Quoted Text] > Hmmm, I appreciate your honesty, even if the content isn't what I wanted to
> hear!
>
> This seems a rather obvious oversight on Microsoft's behalf - surely we're
> not the first company who like to take a page of relevant notes and history
> into a meeting with a client as an aide memoire.
>
> This omission may see us jumping ship back to ACT!
>
> Thanks for your help.
>
> Sue
>
> "Lon Orenstein" wrote:
>
> > In a word, No. Reporting is one of the weakest areas in BCM... I've got
> > some ideas on improving it but not much time right now.
> >
> > Lon
> >
> > ___________________________________________________________
> > Lon Orenstein
> > pinpointtools, llc
> > Lon[ at ]pinpointtools.com
> > Author of Outlook 2007 Business Contact Manager For Dummies
> > Author of the eBook: Moving from ACT! to Business Contact Manager
> > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > www.pinpointtools.com
> >
> >
> > "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> > news:8A167149-A0C6-422F-A565-9FC39D292690[ at ]microsoft.com...
> > > Hi Lon
> > >
> > > This isn't achieving what I want - it doesn't provide the person's contact
> > > details at the top, and also it only shows the Item Type from the
> > > Communication History Log (what I need is the actual content of what was
> > > said
> > > during the conversation / at the meeting etc).
> > >
> > > Any suggestions?
> > >
> > > Thanks.
> > > Sue
> > >
> > > "Lon Orenstein" wrote:
> > >
> > >> Sue:
> > >>
> > >> Start by selecting Activity for the Type of report. Then run the
> > >> Activity
> > >> by Business Contact. The first time you run it will take a few minutes
> > >> because it will give you all Communication History for all contacts. You
> > >> can then click on Filter Report and create a filter (like for one
> > >> contact),
> > >> Save the filter, and save the report. Next time, go to Saved Reports for
> > >> Type of report, and choose that one, then change the filter to the
> > >> contact
> > >> you want.
> > >>
> > >> HTH,
> > >> Lon
> > >>
> > >> ___________________________________________________________
> > >> Lon Orenstein
> > >> pinpointtools, llc
> > >> Lon[ at ]pinpointtools.com
> > >> Author of Outlook 2007 Business Contact Manager For Dummies
> > >> Author of the eBook: Moving from ACT! to Business Contact Manager
> > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > >> www.pinpointtools.com
> > >>
> > >>
> > >> "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> > >> news:291E7718-83B9-4E4F-889A-4180950F54F3[ at ]microsoft.com...
> > >> >I need to be able to produce a report (for an individually selected
> > >> >Contact)
> > >> > which at the top shows the Contact's contact details, but then listed
> > >> > underneath shows all of the historical communication - this may include
> > >> > the
> > >> > details of phone calls, brief notes from meetings etc.
> > >> >
> > >> > How do I design such a report (or does one already exist, if so where)?
> > >> > And
> > >> > to facilitate this, am I better off entering the communication history
> > >> > items
> > >> > in the Communication History Log menu, or the Comments section of the
> > >> > Details
> > >> > menu?
> > >> >
> > >> > To help explain what I want, the purpose of this report is to hand to
> > >> > Salesmen when they visit a customer, so they can sit with a
> > >> > comprehensive
> > >> > list of all previous activity in front of them (they don't carry
> > >> > laptops
> > >> > or
> > >> > PDAs).
> > >> >
> > >> > Thanks for any advice.
> > >> >
> > >> > Sue
> > >>
> > >>
> >
> >
|
|
IT GETS WORSE!!!!!
I'm just discovering that the guys can't even copy this information onto
their PDAs.
What's the point???
"Nikolai Tchekan" wrote:
[Quoted Text] > Sue, you are 100% correct - I also need the same format of a report. The
> reporting is indeed poorly done in BCM.
>
> Question for MS: Can such a report be created manually? if so, what software
> package is required for report customization/design?
>
> Thx,
> Nikolai
>
> "Sue C" wrote:
>
> > Hmmm, I appreciate your honesty, even if the content isn't what I wanted to
> > hear!
> >
> > This seems a rather obvious oversight on Microsoft's behalf - surely we're
> > not the first company who like to take a page of relevant notes and history
> > into a meeting with a client as an aide memoire.
> >
> > This omission may see us jumping ship back to ACT!
> >
> > Thanks for your help.
> >
> > Sue
> >
> > "Lon Orenstein" wrote:
> >
> > > In a word, No. Reporting is one of the weakest areas in BCM... I've got
> > > some ideas on improving it but not much time right now.
> > >
> > > Lon
> > >
> > > ___________________________________________________________
> > > Lon Orenstein
> > > pinpointtools, llc
> > > Lon[ at ]pinpointtools.com
> > > Author of Outlook 2007 Business Contact Manager For Dummies
> > > Author of the eBook: Moving from ACT! to Business Contact Manager
> > > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > > www.pinpointtools.com
> > >
> > >
> > > "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> > > news:8A167149-A0C6-422F-A565-9FC39D292690[ at ]microsoft.com...
> > > > Hi Lon
> > > >
> > > > This isn't achieving what I want - it doesn't provide the person's contact
> > > > details at the top, and also it only shows the Item Type from the
> > > > Communication History Log (what I need is the actual content of what was
> > > > said
> > > > during the conversation / at the meeting etc).
> > > >
> > > > Any suggestions?
> > > >
> > > > Thanks.
> > > > Sue
> > > >
> > > > "Lon Orenstein" wrote:
> > > >
> > > >> Sue:
> > > >>
> > > >> Start by selecting Activity for the Type of report. Then run the
> > > >> Activity
> > > >> by Business Contact. The first time you run it will take a few minutes
> > > >> because it will give you all Communication History for all contacts. You
> > > >> can then click on Filter Report and create a filter (like for one
> > > >> contact),
> > > >> Save the filter, and save the report. Next time, go to Saved Reports for
> > > >> Type of report, and choose that one, then change the filter to the
> > > >> contact
> > > >> you want.
> > > >>
> > > >> HTH,
> > > >> Lon
> > > >>
> > > >> ___________________________________________________________
> > > >> Lon Orenstein
> > > >> pinpointtools, llc
> > > >> Lon[ at ]pinpointtools.com
> > > >> Author of Outlook 2007 Business Contact Manager For Dummies
> > > >> Author of the eBook: Moving from ACT! to Business Contact Manager
> > > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > > >> www.pinpointtools.com
> > > >>
> > > >>
> > > >> "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> > > >> news:291E7718-83B9-4E4F-889A-4180950F54F3[ at ]microsoft.com...
> > > >> >I need to be able to produce a report (for an individually selected
> > > >> >Contact)
> > > >> > which at the top shows the Contact's contact details, but then listed
> > > >> > underneath shows all of the historical communication - this may include
> > > >> > the
> > > >> > details of phone calls, brief notes from meetings etc.
> > > >> >
> > > >> > How do I design such a report (or does one already exist, if so where)?
> > > >> > And
> > > >> > to facilitate this, am I better off entering the communication history
> > > >> > items
> > > >> > in the Communication History Log menu, or the Comments section of the
> > > >> > Details
> > > >> > menu?
> > > >> >
> > > >> > To help explain what I want, the purpose of this report is to hand to
> > > >> > Salesmen when they visit a customer, so they can sit with a
> > > >> > comprehensive
> > > >> > list of all previous activity in front of them (they don't carry
> > > >> > laptops
> > > >> > or
> > > >> > PDAs).
> > > >> >
> > > >> > Thanks for any advice.
> > > >> >
> > > >> > Sue
> > > >>
> > > >>
> > >
> > >
|
|
Sue,
I am trying to migrate my company from ACT to BCM 2007, but the poor
reporting (we used the Notes & History report every month for reports) and
the slowness of Outlook 2007 has forced me to postponed and possibly abandon
my plans. A shame...
"Sue C" wrote:
[Quoted Text] > Hmmm, I appreciate your honesty, even if the content isn't what I wanted to
> hear!
>
> This seems a rather obvious oversight on Microsoft's behalf - surely we're
> not the first company who like to take a page of relevant notes and history
> into a meeting with a client as an aide memoire.
>
> This omission may see us jumping ship back to ACT!
>
> Thanks for your help.
>
> Sue
>
> "Lon Orenstein" wrote:
>
> > In a word, No. Reporting is one of the weakest areas in BCM... I've got
> > some ideas on improving it but not much time right now.
> >
> > Lon
> >
> > ___________________________________________________________
> > Lon Orenstein
> > pinpointtools, llc
> > Lon[ at ]pinpointtools.com
> > Author of Outlook 2007 Business Contact Manager For Dummies
> > Author of the eBook: Moving from ACT! to Business Contact Manager
> > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > www.pinpointtools.com
> >
> >
> > "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> > news:8A167149-A0C6-422F-A565-9FC39D292690[ at ]microsoft.com...
> > > Hi Lon
> > >
> > > This isn't achieving what I want - it doesn't provide the person's contact
> > > details at the top, and also it only shows the Item Type from the
> > > Communication History Log (what I need is the actual content of what was
> > > said
> > > during the conversation / at the meeting etc).
> > >
> > > Any suggestions?
> > >
> > > Thanks.
> > > Sue
> > >
> > > "Lon Orenstein" wrote:
> > >
> > >> Sue:
> > >>
> > >> Start by selecting Activity for the Type of report. Then run the
> > >> Activity
> > >> by Business Contact. The first time you run it will take a few minutes
> > >> because it will give you all Communication History for all contacts. You
> > >> can then click on Filter Report and create a filter (like for one
> > >> contact),
> > >> Save the filter, and save the report. Next time, go to Saved Reports for
> > >> Type of report, and choose that one, then change the filter to the
> > >> contact
> > >> you want.
> > >>
> > >> HTH,
> > >> Lon
> > >>
> > >> ___________________________________________________________
> > >> Lon Orenstein
> > >> pinpointtools, llc
> > >> Lon[ at ]pinpointtools.com
> > >> Author of Outlook 2007 Business Contact Manager For Dummies
> > >> Author of the eBook: Moving from ACT! to Business Contact Manager
> > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > >> www.pinpointtools.com
> > >>
> > >>
> > >> "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> > >> news:291E7718-83B9-4E4F-889A-4180950F54F3[ at ]microsoft.com...
> > >> >I need to be able to produce a report (for an individually selected
> > >> >Contact)
> > >> > which at the top shows the Contact's contact details, but then listed
> > >> > underneath shows all of the historical communication - this may include
> > >> > the
> > >> > details of phone calls, brief notes from meetings etc.
> > >> >
> > >> > How do I design such a report (or does one already exist, if so where)?
> > >> > And
> > >> > to facilitate this, am I better off entering the communication history
> > >> > items
> > >> > in the Communication History Log menu, or the Comments section of the
> > >> > Details
> > >> > menu?
> > >> >
> > >> > To help explain what I want, the purpose of this report is to hand to
> > >> > Salesmen when they visit a customer, so they can sit with a
> > >> > comprehensive
> > >> > list of all previous activity in front of them (they don't carry
> > >> > laptops
> > >> > or
> > >> > PDAs).
> > >> >
> > >> > Thanks for any advice.
> > >> >
> > >> > Sue
> > >>
> > >>
> >
> >
|
|
So much for discussion groups, the need seems to be more for a self-help
counselling forum ...
"My name is Sue, and I am despondent and down-trodden microsoft user".
12 Step plan anyone?????
;-)
"Johnny G" wrote:
[Quoted Text] > Sue,
>
> I am trying to migrate my company from ACT to BCM 2007, but the poor
> reporting (we used the Notes & History report every month for reports) and
> the slowness of Outlook 2007 has forced me to postponed and possibly abandon
> my plans. A shame...
>
> "Sue C" wrote:
>
> > Hmmm, I appreciate your honesty, even if the content isn't what I wanted to
> > hear!
> >
> > This seems a rather obvious oversight on Microsoft's behalf - surely we're
> > not the first company who like to take a page of relevant notes and history
> > into a meeting with a client as an aide memoire.
> >
> > This omission may see us jumping ship back to ACT!
> >
> > Thanks for your help.
> >
> > Sue
> >
> > "Lon Orenstein" wrote:
> >
> > > In a word, No. Reporting is one of the weakest areas in BCM... I've got
> > > some ideas on improving it but not much time right now.
> > >
> > > Lon
> > >
> > > ___________________________________________________________
> > > Lon Orenstein
> > > pinpointtools, llc
> > > Lon[ at ]pinpointtools.com
> > > Author of Outlook 2007 Business Contact Manager For Dummies
> > > Author of the eBook: Moving from ACT! to Business Contact Manager
> > > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > > www.pinpointtools.com
> > >
> > >
> > > "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> > > news:8A167149-A0C6-422F-A565-9FC39D292690[ at ]microsoft.com...
> > > > Hi Lon
> > > >
> > > > This isn't achieving what I want - it doesn't provide the person's contact
> > > > details at the top, and also it only shows the Item Type from the
> > > > Communication History Log (what I need is the actual content of what was
> > > > said
> > > > during the conversation / at the meeting etc).
> > > >
> > > > Any suggestions?
> > > >
> > > > Thanks.
> > > > Sue
> > > >
> > > > "Lon Orenstein" wrote:
> > > >
> > > >> Sue:
> > > >>
> > > >> Start by selecting Activity for the Type of report. Then run the
> > > >> Activity
> > > >> by Business Contact. The first time you run it will take a few minutes
> > > >> because it will give you all Communication History for all contacts. You
> > > >> can then click on Filter Report and create a filter (like for one
> > > >> contact),
> > > >> Save the filter, and save the report. Next time, go to Saved Reports for
> > > >> Type of report, and choose that one, then change the filter to the
> > > >> contact
> > > >> you want.
> > > >>
> > > >> HTH,
> > > >> Lon
> > > >>
> > > >> ___________________________________________________________
> > > >> Lon Orenstein
> > > >> pinpointtools, llc
> > > >> Lon[ at ]pinpointtools.com
> > > >> Author of Outlook 2007 Business Contact Manager For Dummies
> > > >> Author of the eBook: Moving from ACT! to Business Contact Manager
> > > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > > >> www.pinpointtools.com
> > > >>
> > > >>
> > > >> "Sue C" <SueC[ at ]discussions.microsoft.com> wrote in message
> > > >> news:291E7718-83B9-4E4F-889A-4180950F54F3[ at ]microsoft.com...
> > > >> >I need to be able to produce a report (for an individually selected
> > > >> >Contact)
> > > >> > which at the top shows the Contact's contact details, but then listed
> > > >> > underneath shows all of the historical communication - this may include
> > > >> > the
> > > >> > details of phone calls, brief notes from meetings etc.
> > > >> >
> > > >> > How do I design such a report (or does one already exist, if so where)?
> > > >> > And
> > > >> > to facilitate this, am I better off entering the communication history
> > > >> > items
> > > >> > in the Communication History Log menu, or the Comments section of the
> > > >> > Details
> > > >> > menu?
> > > >> >
> > > >> > To help explain what I want, the purpose of this report is to hand to
> > > >> > Salesmen when they visit a customer, so they can sit with a
> > > >> > comprehensive
> > > >> > list of all previous activity in front of them (they don't carry
> > > >> > laptops
> > > >> > or
> > > >> > PDAs).
> > > >> >
> > > >> > Thanks for any advice.
> > > >> >
> > > >> > Sue
> > > >>
> > > >>
> > >
> > >
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