Anyone know if it would be possible to produce an Opportunity report which contained the Opportunity Notes in ACT 2010, or is that one sub-report too far?
Ideally, I'm looking to produce the report for particular groups.
Jeff
Jeff Granger UK ACT! Specialist and Trainer
*** Support the campaign for fewer mouse clicks in ACT! ***
Anyone know if it would be possible to produce an Opportunity report which contained the Opportunity Notes in ACT 2010, or is that one sub-report too far?
Ideally, I'm looking to produce the report for particular groups.
Jeff
Jeff
Sorry to say, with the present ACT! report data sourcing , the ACT! reports can't take advantage of the new capabilities of the ACT! 2010 Opportunities. I think that will change in the future, possibly as part on an inline or at the next upgrade but for now, you would need to use Crystal Reports for that kind of report.
You saved me hours trying to achieve the impossible.
The only issue remaining is how to explain to clients that ACT now has a super-duper Opportunity Notes section but you can't include it in an Opportunities report, or indeed, in ANY report.
Doesn't really look like joined up thinking chaps!
Jeff
Jeff Granger UK ACT! Specialist and Trainer
*** Support the campaign for fewer mouse clicks in ACT! ***
Glad I found this thread. I just created a custom opportuity by contact report and have been searching for a way to include opps notes in my report. I agree with Jeff, seems a bit disconnected to have an opps note tab to use but not be able to use the notes in a report.
Would it be possible to modify a notes report and create fields from the opportunities by contact reports to get all of the desired information pulled together? I'm going to work with the notes report presently and see what I come up with..will report back soon. If anyone has already tried this and found that it isn't possible please shoot me a note so I don't waste more time.
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