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Astute Commentator
Posts: 18
Country: Belgium
Message 1 of 19 (1,436 Views)

Print History and Notes in Opportunity Reports

Dear all,

 

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.

 

thx,

Kris

Bronze Contributor
Posts: 955
Country: Australia
Message 2 of 19 (1,433 Views)

Re: Print History and Notes in Opportunity Reports

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

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Astute Commentator
Posts: 18
Country: Belgium
Message 3 of 19 (1,433 Views)

Re: Print History and Notes in Opportunity Reports

Hi Paul, I am referring to the notes & history within an opportuniy.
Not the "regular" notes & history wthin a contact.
Can I print the notes & history within the opportuny also ?

thx,
Kris
Platinum Elite Contributor
Posts: 6,086
Country: United States
Message 4 of 19 (1,428 Views)

Re: Print History and Notes in Opportunity Reports

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.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Bronze Contributor
Posts: 955
Country: Australia
Message 5 of 19 (1,426 Views)

Re: Print History and Notes in Opportunity Reports

Good tip thank Roy so I suppose this will be updated in a future release Smiley Happy that a client will have to pay for.

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
Nickel Contributor
Posts: 173
Country: Australia
Message 6 of 19 (1,420 Views)

Re: Print History and Notes in Opportunity Reports

Use either Stonefield Query or Topline Dash and build your reports form these tools.
Travis Rosevear ACC for
Act Today Australia and New Zealand
Astute Commentator
Posts: 18
Country: Belgium
Message 7 of 19 (1,363 Views)

Re: Print History and Notes in Opportunity Reports

Is this available in Act 2012?

 

kris

Platinum Elite Contributor
Posts: 6,086
Country: United States
Message 8 of 19 (1,359 Views)

Re: Print History and Notes in Opportunity Reports

No change in 2012.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Tech Benders
royel@techbenders.com
Bronze Super Contributor
Posts: 1,604
Country: Australia
Message 9 of 19 (1,315 Views)

Re: Print History and Notes in Opportunity Reports

sigh.

 

Disappointing.

 

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.

 

See:

  1. http://community.act.com/t5/Sage-ACT-Developer-s-Forum/Opportunity-Reports/m-p/113188/highlight/true...
  2. http://community.act.com/t5/ACC-Discussions/Opportunity-Notes-and-History-Report/m-p/150990/highligh...
  3. http://community.act.com/t5/Sage-ACT-Developer-s-Forum/Associating-Notes-Wtih-Opportunities/m-p/1342...
  4. http://community.act.com/t5/Share-Your-Ideas/2010-Make-it-possible-to-ahow-Opportunity-Notes-in-Repo...
  5. I gave up look looking at this point.

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?

 

Ben.


Ben Hamilton Act! CRM Certified Consultant
www.EvolutionMarketing.com.au
linkedin.com/in/benhamilton
Nickel Super Contributor
Posts: 478
Country: United_Kingdom
Message 10 of 19 (1,182 Views)

Re: Print History and Notes in Opportunity Reports

Not in ACT 2013 first release either. Now that the ACT product manager has been replaced we might get this sorted!