Capture data from Business Contacts/ History, Then Include in Repo

[Mike]

Hi,

I've perused the tools and reporting capabilities in BCM 2007. I've not
been able to solve this though:

I'd like to capture the comments in the History section/ Business Contact
screen, and present them in a report. I see multiple ways to manipulate
reports, but haven't figured out how to include verbose comments from
Business Contact/ History.

Boss wants a weekly activity summary (hey I have a job for NOW) and the
reports templates are ideal only if I can capture the notes I entered in
history. I'm a newbie at this; sorry if I've butchered fundamental terms.

Thanks very much for any input,

Mike

 

[Luther]

Hi,

I've perused the tools and reporting capabilities in BCM 2007.  I've not
been able to solve this though:

I'd like to capture the comments in the History section/ Business Contact
screen, and present them in a report.  I see multiple ways to manipulate
reports, but haven't figured out how to include verbose comments from
Business Contact/ History.

Boss wants a weekly activity summary (hey I have a job for NOW) and the
reports templates are ideal only if I can capture the notes I entered in
history.  I'm a newbie at this; sorry if I've butchered fundamental terms.

Thanks very much for any input,

Mike

When you need a specific report that is not among BCM's built-in
reports, your best bet is to create the report using Access's
reporting tool. Other users have used Excel, or, if they have a full
Sql Server package installed, Sql's reporting tool. BCM database is
managed by Sql Server, so tools that work with Sql Server should work
with the BCM database.

 

[Mike]

Thanks Luther....I'll definately explore Access; I have zippo experience with
it but will figure it out with a little help from y'all when needed.

I decided to use Excel for now since practically all database mgmt. programs
use/accept that file type.

Thanks again for your help!

Mike