A report to count notes

essentialrecNew Member

I'm wanting to track my sales people by the number of notes that they enter against clients, per day.

A summary and and count at the end would be great!

I've looked at all the reports and I can't see anything that fits the bill.

Anyone got any idea's or suggestions?

9/2/057:57 PM

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Original Post

irisNew Member

Since you want your report to include those notes made within a specific time frame by a certain user first Search > Notes... by the criteria you wish and with the resulting list generate a report Report > Address Book > Note Report...

IRIS

9/5/0510:56 PM

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