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Note Query

The Note Advanced Query panel (for ACT!2010 and later) reports on all Note Records in the ACT! database using advanced querying.  This panel offers pre-built queries to aid in the creation of reports.  Leave the query blank to return ALL records.  The Note Advanced Query filter displays the Dash Advanced Query Designer:

Pre-Built Queries:
Notes:  Returns all Note Records which match the query. The Note Query Panel will only show the Note fields for each record returned.

Notes linked to Companies: Returns all Notes Records which have been associated with Company Records matching the query.  If one Notes Record has been associated with multiple Company Records, the Note Record is returned multiple times.  Query can contain both Company and Notes fields.  The Note Query Panel will show the Notes and Company fields for each record returned.

Notes linked to Contacts: Returns all Notes Records which have been associated with Contact Records matching the query.  If one Notes Record has been associated with multiple Contact Records, the Note Record is returned multiple times.  Query can contain both Contact and Notes fields.  The Note Query Panel will show the Notes and Contact fields for each record returned.

Notes linked to Groups: Returns all Notes Records which have been associated with Group Records matching the query.  If one Notes Record has been associated with multiple Group Records, the Note Record is returned multiple times.  Query can contain both Group and Notes fields.  The Note Query Panel will show the Notes and Group fields for each record returned.

Notes linked to Opportunities: Returns all Notes Records which have been associated with Opportunity Records matching the query.  If one Notes Record has been associated with multiple Opportunity Records, the Note Record is returned multiple times.  Query can contain both Opportunity and Notes fields.  The Note Query Panel will show the Notes and Opportunity fields for each record returned.


Example of Note Record associated with multiple Contact Records


See also