08-29-2011 02:35 AM
I am trying to make an opportunity report including all opportunity History and Notes.
Is this possible in ACT are not?
It seems logical that a salesrep can print an overview of every opportunity.
08-29-2011 04:32 AM
Yes but you will need to add a sub report or you could get a copy of topline dashboard and it can definately be constructed there in a variety of formats.
You could also checkout the regular contact report as this contains a number of sub reports for history and notes so you would need to add this to an opportunity report
08-29-2011 04:50 AM
08-29-2011 08:36 AM
The ACT! reports use predefined data sourcing and the data sourcing hasn't been updated to fully deal with the Opportunities no that they have been promoted to a full entity. In other words, at present there isn't any way to access the Opportunity Notes and History in an Oppertunity based report. In fact if an Oppertunity isn't linked to a Contact record, it won't be included in an Oppertunity based report.
08-29-2011 05:15 PM
Good tip thank Roy so I suppose this will be updated in a future release that a client will have to pay for.
09-26-2011 08:21 PM
And I see this isn't a new request to be able to get an opportunity report that shows the opportunity notes on it either.
So it seems I could use the OLEDB2 provider to get this, but.... educating end users on that.... sigh. sigh again.
Does anyone at Sage have an update on when we might expect to be able to do this? That is, get an opportunity report that shows the opportunity notes?