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Data sourcing for reports
09-28-2009 01:13 PM
In Act 2007 the opportunity tab had a details field which I would use to update opportunities and the detail field was used in my customized opportunity reports, when I updated to 2010 all information in the detail field was transferred to the opportunity notes field. Because of limitations of the present data sourcing in the ACT! reports, I can't access the notes, history, activities contacts, groups or companies information in an opportunity based report. The data sourcing for reports needs to be opened up to accomdate customized reports.
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