01-10-2010 02:25 PM
I work as a sales rep and represent multiple product manufacturers. I would like to provide monthly updates for each manufacturer that details: Contacts I have talked to about each manufacturer's product, how many emails, faxes, meetings, and calls detailing who it was and when. I need to provide this report monthly. Is there a way to do this without additional software? Perhaps from an excel calculation of field changes? If not, is there a add-on software that does this?
Because I deal with 30 different manufacturers (30 reports) with thousands of products I'm not sure if it can be done without cutting and pasting from many different reports. If I could feed all info into one report I could export it to an Excel doc. and sort the info from there.
A report that looks like the following would be great:
Principle Company A
A list of: Contact Names, Contacts Company, Type of communication (email, phone call, meeting, faxed info), date,
Principle Company B
A list of: Contact Names, Contacts Company, Type of Comm., date
Principle Company C
A list of: Contact Name, Contacts Company, Type... Ect...
I appreciate any ideas!
01-13-2010 07:06 AM
As per my reply to you parallel post in the Act!/Act! Premium forum (which this post more accurately belongs), you could this with some SQL.
The biggest determinate factor would be coming up with a process whereby each sales action you create (activities cleared, etc.) are in some consistent way 'stamped' with a unique value that flags that item as 'belonging' to a given Principal. In this way you could then create SQL that would allow you to segregate and group the applicable sales actions to the Principal along with a filter for the time frame.
Some options that may work: