
I was somewhat surprised to discover that although ACT 2010 has an Opportunity Notes section (a good thing) it is not possible to show those notes in any report (a bad thing).
Come on guys, let's think it through ![]()
Jeff
The current ACT reports are poor in comparison to other CRM packages and could do with a shake up. I know you can use external reporting or add-ons but is it not about time that ACT improved the internal reporting functions.
Just a couple of examples of where improvements can be made.
Activity reporting is in Contact order and then Data order. Most users want to see activity in date order but I have found no way of achieving this.
Opportunity reporting only show a summary but sales managers etc want to see the opportunity and all the products against that opportunity in a report.
Resources are now in the Activity section of the product but there is no way of running a report to see what resources have been used or booked against dates.
Why not add your reporting improvement requests?
We need a report that shows Activities completed for each Opportunity.
I was surprised that this is not a standard report, but even more frustrated after I searched online and could find no instructions on how to build this report.
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