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Notes History Extractor
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Make the Notes and History information more useable in Crystal Report Writer (CRW) Reports.
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The ACT! for Windows Notes and History table has 3major shortcomings when used with Crystal Report Writer (CRW):
- 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
- The “Field Changed” type history records do not include information about the prior value of the field being changed
- The User who created the note or history is available only as a Foreign Key-link to the Contact table
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:
- 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
- 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
- Each note and history record has the UserName field, containing the contact name from the user’s “My Record” in the ACT! database
- Each Note and History entry's Record Type is presented both as the numeric code and as "in the clear text"
- Sales Opportunities creation are presented as separate history entries
- 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.)
Purchase price: $129.00 per pc.
 v2.8.2 - February 26, 2004
Installation and usage instructions (v2.0.0 - Mar 21, 2002):
NoteHistEx Installation and Usage.pdf 
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To install Notes History Extractor in free "trial" mode:
- Download the installation file
(Install_NoteHistEx.exe),
and remember where you saved it.
- Shut down all running programs.
- Run the installation file from where you saved it in step 1.
- Note: All products install into the c:\program files\tnhg folder.
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The New Hampton Group has developed a number of ACT! add-on utilities and products that enhance ACT!'s capabilities. These products are available for free download as "trial" software - after installation, they will run in "crippled" mode (only a limited number of records per execution) or only for a limited amount of time (30 days after installation) or for a limited number of uses (30 or 50 executions).
Any product can be "registered" by clicking the "Register Now" button in the upper left corner of the application window. Click the "Print Reg Form" button to display a registration form. Copy the User Code 1 and User Code 2 values onto the Registration form and provide the requested payment information.
Fax the completed form to 650-967-3658 or email it to:
info@tnhg.com
We will email back your Registration Code within 24 hours after payment clears. Enter the registration code on the Registration window, and the product will become "full function", with no time or usage restrictions. |
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v3.0.0 11/01/04 4:27p
| © Copyright 2002, 2003 The New Hampton Group. All rights reserved worldwide
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