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Notes and History Extractor

Notes and History Extractor

Make the Notes and History information more useable in Crystal Report Writer (CRW) Reports.

The ACT! for Windows Notes and History table has three major shortcomings when used with Crystal Report Writer (CRW):

1. The “Regarding” field, which holds the text of the actual note or history entry, is stored in a “memo” field, and cannot be used in selecting records to be reported

2. The “Field Changed” type history records do not include information about the prior value of the field being changed

3. The User who created the note or history is available only as a Foreign Key-link to the Contact table

Notes and History Extractor screen

Notes History Extractor solves these problems. By running Notes History Extractor and using the resulting MS Access table as a “replacement” for the ACT! Note and History table in the database definition for your CRW report, you can overcome those shortcomings:

1. The full text of the “Regarding” field is retained as a memo field for reporting purposes. In addition, the first 75 characters are also carried as a separate field (ShortText), which IS “searchable”, and can be used in selecting records for inclusion in the report

2. Every “Field changed” history record, in addition to the full “Regarding” field, also includes “OldValue” and “OldValueDate” fields and a “NewValue” field, so you can have easy access to both values and when they changed

3. Each note and history record has the UserName field, containing the contact name from the user’s “My Record” in the ACT! database

4. Each Note and History entry's Record Type is presented both as the numeric code and as "in the clear text"

5. Sales Opportunities creation are presented as separate history entries

6. Sales Stage changes (when made using the Sales Process Tracker) are presented as Field Changes (including OldValue and OldValueDate)

(NB: ACT! v5.0.2 or higher must be installed and functioning on the machine where Notes History Extractor is to be used.)

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Notes and History Extractor— Make Notes and History data available in an MS access table, including “prior values” and Sales Stages.
Prior Contact— Quickly switch back and forth between two ACT! contacts. Once you start Prior Contact, it keeps track of which contact you viewed just prior to the one you are currently viewing.
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Technical Support Information
The New Hampton Group

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ACT! Compatibility

 

Ver. 5.x/2000

YES

Ver. 6.x

YES

 

System Requirements

 

  • ACT! v5.0.2 or higher must be installed and functioning on the machine where Notes History Extractor is to be used.
  • Windows
 

 


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Notes and History Extractor

   

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