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 Stonefield Query Support Forum

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Forums > Stonefield Query Solutions > ACT! Reporting - Support
Subject: Notes Report

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Author Messages
dtschippert
Posts:3
01/22/2008 7:00 AM Alert 

I am putting together a report that gives a listing of any notes entered for a customer for each sales rep. I can't figure out how to use the Date () expression with notes though since the expression option isn't there.

How can I set this up to just return notes entered "today"?
Chris Wolf
Posts:217
01/22/2008 7:55 AM Alert 
In order to do this you will need to filter on the "Start Date/Time" field in your History table as you can use an expression filter on it.

The lower part of your filter will be: DTOT(DATE())
and the upper part will be: DTOT(DATE() + 1) - 1

This filter will then give you all history items entered today.
- Chris Wolf
Stonefield Software Inc.
dtschippert
Posts:3
01/22/2008 8:08 AM Alert 

Thanks for the quick response Chris, but....

Act is 5.04.495 and am looking to just pull the notes for "today". I don't see a Start Date/Time. 

 

And also, SFQ is 3.04.2510 (is that current?).
Chris Wolf
Posts:217
01/22/2008 8:32 AM Alert 
I apologize as that info was for a later version of ACT.

For your version there should be a field called "Creation Date" that you can use for the filter.

The expression for this would be:

"Creation Date" equals DATE()

The latest version of Stonefield Query for ACT is 3.10.2937. If you would like to update please send an email to support@stonefieldquery.com and we can send you instructions.
- Chris Wolf
Stonefield Software Inc.
dtschippert
Posts:3
01/22/2008 8:50 AM Alert 

We are getting closer!

The closest I have to "Creation Date" is "Record Creation Date" but that doesn't let me add Date() I can only select "Date".

I can send you a screen shot if you would like.

Thanks for helping me with this! Stonefield's support and the product itself has always been EXCELLENT!
Chris Wolf
Posts:217
01/22/2008 11:40 AM Alert 
"Record Creation Date" is the correct field name.

Please send a screenshot of the filter dialog while setting up an expression to support@stonefieldquery.com
- Chris Wolf
Stonefield Software Inc.
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Forums > Stonefield Query Solutions > ACT! Reporting - Support > Notes Report


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