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ACT! 11.0 Reports

New Member
Posts: 5
Country: United States

ACT! 11.0 Reports

Anyway you can pull the notes section into the reports. I know you probably go to Reports/Edit Templates/Pipeline Report but where do you go from there? Im Looking for a way to pull comments into the report. Thanks for any advice.
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Posts: 4,395
Country: USA

Re: ACT! 11.0 Reports

[ Edited ]

Contact Roy_Laudenslage on the Community.  He will know if this is possible and give you some tips on how to create the report.

 

 

 

Message Edited by dlunceford on 10-20-2008 03:28 PM
Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: ACT! 11.0 Reports

If you are referring to adding information from the Notes or Histories, that can't be done with the pipeline report. If you are referring to adding information in the details for the opportunity to the report, that can be done .
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129