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2010 - Opportunity Report with Opportunity Notes

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Silver Elite Contributor
Posts: 3,353
Country: United_Kingdom
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2010 - Opportunity Report with Opportunity Notes

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

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

Accepted Solutions
Solution
Accepted by topic author Jeff_Granger
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: 2010 - Opportunity Report with Opportunity Notes


Jeff_Granger wrote:

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. 

 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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Solution
Accepted by topic author Jeff_Granger
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: 2010 - Opportunity Report with Opportunity Notes


Jeff_Granger wrote:

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. 

 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Silver Elite Contributor
Posts: 3,353
Country: United_Kingdom

Re: 2010 - Opportunity Report with Opportunity Notes

Thanks Roy

 

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

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: 2010 - Opportunity Report with Opportunity Notes

My best suggestion is to make sure there are many feature requests for that reporting capability.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: United States

Re: 2010 - Opportunity Report with Opportunity Notes

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.

 

Thanks,

 

Gretchen

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: 2010 - Opportunity Report with Opportunity Notes

I sent you a reply to your private message.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: 2010 - Opportunity Report with Opportunity Notes

Hello,

 

Is there anything further since this last thread message dated 2/25/10 regarding this capability?

 

Thank you.

Laura

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: 2010 - Opportunity Report with Opportunity Notes

Hello Laura,

Welcome to the ACT! Online Community!

 

Opportunity Notes are not yet available in the Act! report editor. 

Greg Martin
Sage
New Member
Posts: 2
Country: USA

Re: 2010 - Opportunity Report with Opportunity Notes

Thank you Greg. I appreciate your quick response.

New Member
Posts: 4
Country: USA

Re: 2010 - Opportunity Report with Opportunity Notes

Are there any updates to this in Act 2013?  It appearst that this issue was raised 3 or 4 versions ago.