Sage ACT! - Data sourcing for reports

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Data sourcing for reports

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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.

Comments

Yep, sure does.

I have a client who won't / can't upgrade to 2010 for this very reason.

Jeff

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