Viewing Communications History WITH Notes

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Maria P. - 28 Mar 2008 21:04 GMT

I need a view or report that will show me the entire communications history
for a business contact or account INCLUDING notes for each entry (the
"comments" box in a phone log entry or the body of the e-mail itself in an
e-mail message entry).

I can see the entire communications history for a given business
contact/account but it is only a summary line per item. I have been unable to
make it also show me the notes/comments associated with each of these items
(so that someone can read the entire history of communiations with the
particular contact or account).

Once I can display what I need, I will also need to send it to a printer (or
MS Word, or Excel).

Thanks for your help.

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Lon Orenstein - 29 Mar 2008 23:35 GMT

Maria:

I don't think you can do it -- strange, I know -- but we haven't figured out
a way without writing some VB script.

Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

>I need a view or report that will show me the entire communications history
> for a business contact or account INCLUDING notes for each entry (the
[quoted text clipped - 14 lines]
>
> Thanks for your help.

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Maria P. - 31 Mar 2008 16:13 GMT

Thanks Lon. Coincidentally, I read your book before posting last week.

This morning I found a very round-about way to do this ... It's time
consuming but doesn't require a VB script. Here are steps for others you
might need them:

1. Go to Business Contact Manager reports
2. Select "Activity by Account" (or Activity by business contact)
3. Filter the report to get only the account(s)/contact(s) you want
4. Modify Report
5. Check the "comments" box (and uncheck whatever you don't want)
6. When the report refreshes, export to EXCEL
7. Now re-format in EXCEL so you can actually read this thing (landscape,
re-format comments column, etc).

> Maria:
>
[quoted text clipped - 28 lines]
> >
> > Thanks for your help.

Reply to this Message

Lon Orenstein - 02 Apr 2008 11:35 GMT

Cool! Good workaround...

Thanks,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

> Thanks Lon. Coincidentally, I read your book before posting last week.
>
[quoted text clipped - 48 lines]
>> >
>> > Thanks for your help.

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Andrew - 28 Apr 2008 17:31 GMT

The problem that I have is that there are a bunch of #### in many of the
comment fields. I have set the field (in excel) to wrap, but it still shows
those symbols... any suggestions?

btw, most of those with the ### are emails... is there a limit to the number
of characters in an excel field?

> Thanks Lon. Coincidentally, I read your book before posting last week.
>
[quoted text clipped - 43 lines]
> > >
> > > Thanks for your help.

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